SDJVC

St. Denis J. Villere & Co’s Sun Life Financial SLF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$278K	Hold	4,177	–	–	0.03%	68
2025 Q1	$239K	Hold	4,177	–	–	0.02%	74
2024 Q4	$248K	Hold	4,177	–	–	0.02%	74
2024 Q3	$242K	Hold	4,177	–	–	0.02%	77
2024 Q2	$205K	Hold	4,177	–	–	0.02%	82
2024 Q1	$228K	Hold	4,177	–	–	0.02%	73
2023 Q4	$217K	Hold	4,177	–	–	0.02%	67
2023 Q3	$204K	Hold	4,177	–	–	0.02%	61
2023 Q2	$218K	Buy	+4,177	New	+$218K	0.02%	61
2023 Q1	–	Sell	-5,407	Closed	-$250K	–	63
2022 Q4	$250K	Hold	5,407	–	–	0.02%	58
2022 Q3	$214K	Hold	5,407	–	–	0.02%	57
2022 Q2	$247K	Hold	5,407	–	–	0.02%	55
2022 Q1	$301K	Hold	5,407	–	–	0.02%	55
2021 Q4	$301K	Hold	5,407	–	–	0.02%	54
2021 Q3	$278K	Hold	5,407	–	–	0.02%	58
2021 Q2	$278K	Hold	5,407	–	–	0.01%	53
2021 Q1	$273K	Hold	5,407	–	–	0.01%	54
2020 Q4	$240K	Hold	5,407	–	–	0.01%	52
2020 Q3	$220K	Buy	+5,407	New	+$220K	0.01%	55
2020 Q1	–	Sell	-5,407	Closed	-$246K	–	49
2019 Q4	$246K	Hold	5,407	–	–	0.02%	44
2019 Q3	$242K	Sell	5,407 -1,450	-21%	-$64.9K	0.02%	42
2019 Q2	$283K	Hold	6,857	–	–	0.02%	43
2019 Q1	$263K	Buy	+6,857	New	+$263K	0.02%	42