Stifel Financial’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
$4.43M Buy
66,675
+117
+0.2% +$7.78K ﹤0.01% 1319
2025
Q1
$3.81M Buy
66,558
+3,318
+5% +$190K ﹤0.01% 1342
2024
Q4
$3.75M Buy
63,240
+18,263
+41% +$1.08M ﹤0.01% 1364
2024
Q3
$2.61M Buy
44,977
+722
+2% +$41.9K ﹤0.01% 1609
2024
Q2
$2.17M Buy
44,255
+3,001
+7% +$147K ﹤0.01% 1668
2024
Q1
$2.25M Buy
41,254
+2,830
+7% +$154K ﹤0.01% 1636
2023
Q4
$1.99M Buy
38,424
+2,649
+7% +$137K ﹤0.01% 1669
2023
Q3
$1.75M Buy
35,775
+13,219
+59% +$645K ﹤0.01% 1685
2023
Q2
$1.18M Buy
22,556
+383
+2% +$20K ﹤0.01% 1980
2023
Q1
$1.04M Buy
22,173
+702
+3% +$32.8K ﹤0.01% 2025
2022
Q4
$997K Sell
21,471
-671
-3% -$31.2K ﹤0.01% 2010
2022
Q3
$880K Buy
22,142
+386
+2% +$15.3K ﹤0.01% 2062
2022
Q2
$996K Buy
21,756
+356
+2% +$16.3K ﹤0.01% 1998
2022
Q1
$1.2M Buy
21,400
+15,815
+283% +$883K ﹤0.01% 1980
2021
Q4
$311K Buy
5,585
+834
+18% +$46.4K ﹤0.01% 2889
2021
Q3
$244K Buy
4,751
+99
+2% +$5.08K ﹤0.01% 3029
2021
Q2
$240K Sell
4,652
-162
-3% -$8.36K ﹤0.01% 3041
2021
Q1
$243K Buy
+4,814
New +$243K ﹤0.01% 2912
2020
Q4
Sell
-5,758
Closed -$235K 3108
2020
Q3
$235K Sell
5,758
-63
-1% -$2.57K ﹤0.01% 2537
2020
Q2
$214K Buy
+5,821
New +$214K ﹤0.01% 2557
2020
Q1
Sell
-6,023
Closed -$278K 3052
2019
Q4
$278K Buy
6,023
+243
+4% +$11.2K ﹤0.01% 2575
2019
Q3
$258K Sell
5,780
-360
-6% -$16.1K ﹤0.01% 2521
2019
Q2
$252K Sell
6,140
-231,550
-97% -$9.5M ﹤0.01% 2591
2019
Q1
$9.09M Buy
237,690
+16,858
+8% +$645K 0.03% 572
2018
Q4
$7.33M Sell
220,832
-28,143
-11% -$934K 0.02% 590
2018
Q3
$9.88M Buy
248,975
+296
+0.1% +$11.7K 0.03% 556
2018
Q2
$9.96M Buy
248,679
+18,288
+8% +$732K 0.03% 540
2018
Q1
$9.48M Buy
230,391
+14,773
+7% +$608K 0.03% 556
2017
Q4
$8.88M Buy
215,618
+209,564
+3,462% +$8.63M 0.03% 570
2017
Q3
$241K Sell
6,054
-6
-0.1% -$239 ﹤0.01% 2273
2017
Q2
$216K Buy
6,060
+249
+4% +$8.88K ﹤0.01% 2304
2017
Q1
$209K Buy
5,811
+102
+2% +$3.67K ﹤0.01% 2296
2016
Q4
$219K Buy
+5,709
New +$219K ﹤0.01% 2206
2014
Q3
Sell
-7,777
Closed -$285K 2259
2014
Q2
$285K Buy
7,777
+162
+2% +$5.94K ﹤0.01% 1805
2014
Q1
$264K Buy
+7,615
New +$264K ﹤0.01% 1791