SEI Investments’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
19,962
+379
| +2% | +$25.2K | ﹤0.01% | 1810 |
|
|
2025
Q1 | $1.12M | Buy |
19,583
+884
| +5% | +$50.6K | ﹤0.01% | 1861 |
|
|
2024
Q4 | $1.11M | Buy |
18,699
+2,429
| +15% | +$144K | ﹤0.01% | 1898 |
|
|
2024
Q3 | $944K | Buy |
16,270
+23
| +0.1% | +$1.33K | ﹤0.01% | 1969 |
|
|
2024
Q2 | $796K | Hold |
16,247
| – | – | ﹤0.01% | 1990 |
|
|
2024
Q1 | $887K | Hold |
16,247
| – | – | ﹤0.01% | 1925 |
|
|
2023
Q4 | $843K | Buy |
16,247
+386
| +2% | +$20K | ﹤0.01% | 1935 |
|
|
2023
Q3 | $774K | Hold |
15,861
| – | – | ﹤0.01% | 1963 |
|
|
2023
Q2 | $827K | Sell |
15,861
-489
| -3% | -$25.5K | ﹤0.01% | 1947 |
|
|
2023
Q1 | $764K | Hold |
16,350
| – | – | ﹤0.01% | 1977 |
|
|
2022
Q4 | $759K | Hold |
16,350
| – | – | ﹤0.01% | 1857 |
|
|
2022
Q3 | $650K | Hold |
16,350
| – | – | ﹤0.01% | 1975 |
|
|
2022
Q2 | $749K | Buy |
16,350
+28
| +0.2% | +$1.28K | ﹤0.01% | 1942 |
|
|
2022
Q1 | $911K | Sell |
16,322
-2,852
| -15% | -$159K | ﹤0.01% | 1846 |
|
|
2021
Q4 | $1.07M | Sell |
19,174
-1,399
| -7% | -$77.9K | ﹤0.01% | 1816 |
|
|
2021
Q3 | $1.06M | Buy |
20,573
+78
| +0.4% | +$4.02K | ﹤0.01% | 1762 |
|
|
2021
Q2 | $1.06M | Sell |
20,495
-1,112
| -5% | -$57.3K | ﹤0.01% | 1799 |
|
|
2021
Q1 | $1.09M | Sell |
21,607
-703
| -3% | -$35.5K | ﹤0.01% | 1719 |
|
|
2020
Q4 | $993K | Sell |
22,310
-3,963
| -15% | -$176K | ﹤0.01% | 1695 |
|
|
2020
Q3 | $1.07M | Sell |
26,273
-3,957
| -13% | -$161K | ﹤0.01% | 1575 |
|
|
2020
Q2 | $1.11M | Sell |
30,230
-3,156
| -9% | -$116K | ﹤0.01% | 1517 |
|
|
2020
Q1 | $1.07M | Buy |
33,386
+1,598
| +5% | +$51.4K | ﹤0.01% | 1434 |
|
|
2019
Q4 | $1.45M | Sell |
31,788
-12,072
| -28% | -$550K | ﹤0.01% | 1486 |
|
|
2019
Q3 | $1.97M | Buy |
43,860
+14,397
| +49% | +$645K | 0.01% | 1344 |
|
|
2019
Q2 | $1.22M | Sell |
29,463
-381
| -1% | -$15.8K | ﹤0.01% | 1533 |
|
|
2019
Q1 | $1.15M | Sell |
29,844
-205
| -0.7% | -$7.89K | ﹤0.01% | 1546 |
|
|
2018
Q4 | $1.16M | Sell |
30,049
-31
| -0.1% | -$1.19K | ﹤0.01% | 1475 |
|
|
2018
Q3 | $1.2M | Sell |
30,080
-1,597
| -5% | -$63.6K | ﹤0.01% | 1412 |
|
|
2018
Q2 | $1.27M | Sell |
31,677
-1,721
| -5% | -$69.1K | ﹤0.01% | 1490 |
|
|
2018
Q1 | $1.37M | Sell |
33,398
-3,820
| -10% | -$157K | 0.01% | 1339 |
|
|
2017
Q4 | $1.54M | Buy |
37,218
+8,214
| +28% | +$339K | 0.01% | 1385 |
|
|
2017
Q3 | $1.16M | Sell |
29,004
-335
| -1% | -$13.3K | ﹤0.01% | 1415 |
|
|
2017
Q2 | $1.05M | Buy |
29,339
+11,364
| +63% | +$406K | ﹤0.01% | 1416 |
|
|
2017
Q1 | $657K | Hold |
17,975
| – | – | ﹤0.01% | 1510 |
|
|
2016
Q4 | $690K | Buy |
17,975
+10,804
| +151% | +$415K | ﹤0.01% | 1492 |
|
|
2016
Q3 | $233K | Hold |
7,171
| – | – | ﹤0.01% | 1645 |
|
|
2016
Q2 | $235K | Sell |
7,171
-1
| -0% | -$33 | ﹤0.01% | 1511 |
|
|
2016
Q1 | $231K | Hold |
7,172
| – | – | ﹤0.01% | 1483 |
|
|
2015
Q4 | $224K | Sell |
7,172
-115
| -2% | -$3.59K | ﹤0.01% | 1528 |
|
|
2015
Q3 | $235K | Buy |
7,287
+5,347
| +276% | +$172K | ﹤0.01% | 1562 |
|
|
2015
Q2 | $65K | Buy |
1,940
+922
| +91% | +$30.9K | ﹤0.01% | 1633 |
|
|
2015
Q1 | $32K | Buy |
+1,018
| New | +$32K | ﹤0.01% | 1748 |
|