Steward Partners Investment Advisory’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $497K | Buy |
7,942
+1,984
| +33% | +$127K | ﹤0.01% | 1535 |
|
|
2025
Q4 | $372K | Buy |
5,958
+1,082
| +22% | +$65.4K | ﹤0.01% | 1592 |
|
|
2025
Q3 | $293K | Buy |
4,876
+1,571
| +48% | +$94.5K | ﹤0.01% | 1669 |
|
|
2025
Q2 | $220K | Sell |
3,305
-98
| -3% | -$6.01K | ﹤0.01% | 1719 |
|
|
2025
Q1 | $195K | Buy |
3,403
+200
| +6% | +$11.4K | ﹤0.01% | 1660 |
|
|
2024
Q4 | $190K | Hold |
3,203
| – | – | ﹤0.01% | 1647 |
|
|
2024
Q3 | $186K | Buy |
3,203
+96
| +3% | +$5.02K | ﹤0.01% | 1565 |
|
|
2024
Q2 | $152K | Buy |
3,107
+224
| +8% | +$11.4K | ﹤0.01% | 1577 |
|
|
2024
Q1 | $157K | Hold |
2,883
| – | – | ﹤0.01% | 1545 |
|
|
2023
Q4 | $150K | Hold |
2,883
| – | – | ﹤0.01% | 1499 |
|
|
2023
Q3 | $141K | Buy |
2,883
+491
| +21% | +$24.6K | ﹤0.01% | 1422 |
|
|
2023
Q2 | $125K | Sell |
2,392
-857
| -26% | -$42.1K | ﹤0.01% | 1474 |
|
|
2023
Q1 | $152K | Buy |
3,249
+1,857
| +133% | +$89.4K | ﹤0.01% | 1404 |
|
|
2022
Q4 | $64.6K | Sell |
1,392
-9
| -0.6% | -$398 | ﹤0.01% | 1733 |
|
|
2022
Q3 | $56K | Sell |
1,401
-13
| -0.9% | -$583 | ﹤0.01% | 1731 |
|
|
2022
Q2 | $65K | Sell |
1,414
-109
| -7% | -$5.43K | ﹤0.01% | 1678 |
|
|
2022
Q1 | $85K | Buy |
1,523
+131
| +9% | +$7.21K | ﹤0.01% | 1671 |
|
|
2021
Q4 | $78K | Hold |
1,392
| – | – | ﹤0.01% | 1700 |
|
|
2021
Q3 | $72K | Hold |
1,392
| – | – | ﹤0.01% | 1696 |
|
|
2021
Q2 | $72K | Sell |
1,392
-875
| -39% | -$46.2K | ﹤0.01% | 2698 |
|
|
2021
Q1 | $115K | Buy |
2,267
+875
| +63% | +$42.8K | ﹤0.01% | 1550 |
|
|
2020
Q4 | $62K | Hold |
1,392
| – | – | ﹤0.01% | 1562 |
|
|
2020
Q3 | $57K | Sell |
1,392
-200
| -13% | -$8.09K | ﹤0.01% | 1448 |
|
|
2020
Q2 | $59K | Hold |
1,592
| – | – | ﹤0.01% | 1348 |
|
|
2020
Q1 | $51K | Hold |
1,592
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q4 | $72K | Hold |
1,592
| – | – | ﹤0.01% | 1254 |
|
|
2019
Q3 | $71K | Buy |
1,592
+3
| +0.2% | +$125 | ﹤0.01% | 1215 |
|
|
2019
Q2 | $65K | Buy |
+1,589
| New | +$63.8K | ﹤0.01% | 1238 |
|
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$48K | – | 1935 |
|
|
2018
Q3 | $48K | Buy |
+1,200
| New | +$48K | ﹤0.01% | 1210 |
|
Other funds holding SLF
VCM
