SimplyRich’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 | $529K | Buy |
7,966
+252
| +3% | +$16.7K | 0.15% | 133 |
|
|
2025
Q1 | $441K | Hold |
7,714
| – | – | 0.13% | 150 |
|
|
2024
Q4 | $457K | Buy |
7,714
+55
| +0.7% | +$3.26K | 0.13% | 138 |
|
|
2024
Q3 | $444K | Buy |
7,659
+3,185
| +71% | +$185K | 0.12% | 140 |
|
|
2024
Q2 | $219K | Hold |
4,474
| – | – | 0.07% | 172 |
|
|
2024
Q1 | $245K | Hold |
4,474
| – | – | 0.08% | 169 |
|
|
2023
Q4 | $232K | Sell |
4,474
-7
| -0.2% | -$363 | 0.08% | 161 |
|
|
2023
Q3 | $218K | Hold |
4,481
| – | – | 0.11% | 139 |
|
|
2023
Q2 | $233K | Hold |
4,481
| – | – | 0.08% | 166 |
|
|
2023
Q1 | $209K | Sell |
4,481
-66
| -1% | -$3.08K | 0.08% | 169 |
|
|
2022
Q4 | $211K | Buy |
+4,547
| New | +$211K | 0.08% | 165 |
|