Spire Wealth Management’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 | $8.31K | Buy |
+125
| New | +$8.31K | ﹤0.01% | 1779 |
|
|
2024
Q2 | – | Sell |
-568
| Closed | -$31K | – | 2376 |
|
|
2024
Q1 | $31K | Hold |
568
| – | – | ﹤0.01% | 1375 |
|
|
2023
Q4 | $29K | Hold |
568
| – | – | ﹤0.01% | 1399 |
|
|
2023
Q3 | $27.7K | Hold |
568
| – | – | ﹤0.01% | 1382 |
|
|
2023
Q2 | $29.6K | Hold |
568
| – | – | ﹤0.01% | 1418 |
|
|
2023
Q1 | $26.5K | Buy |
+568
| New | +$26.5K | ﹤0.01% | 1494 |
|
|
2022
Q3 | – | Sell |
-568
| Closed | -$26K | – | 2550 |
|
|
2022
Q2 | $26K | Sell |
568
-568
| -50% | -$26K | ﹤0.01% | 1563 |
|
|
2022
Q1 | $63K | Hold |
1,136
| – | – | ﹤0.01% | 1359 |
|
|
2021
Q4 | $63K | Hold |
1,136
| – | – | ﹤0.01% | 1611 |
|
|
2021
Q3 | $58K | Hold |
1,136
| – | – | ﹤0.01% | 1410 |
|
|
2021
Q2 | $59K | Hold |
1,136
| – | – | ﹤0.01% | 1410 |
|
|
2021
Q1 | $57K | Buy |
+1,136
| New | +$57K | ﹤0.01% | 1665 |
|