Symmetry Partners’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,179
| Closed | -$228K | – | 541 |
|
|
2024
Q1 | $228K | Hold |
4,179
| – | – | 0.02% | 504 |
|
|
2023
Q4 | $215K | Hold |
4,179
| – | – | 0.01% | 476 |
|
|
2023
Q3 | $204K | Sell |
4,179
-5,517
| -57% | -$269K | 0.01% | 518 |
|
|
2023
Q2 | $505K | Hold |
9,696
| – | – | 0.03% | 333 |
|
|
2023
Q1 | $453K | Hold |
9,696
| – | – | 0.03% | 356 |
|
|
2022
Q4 | $450K | Hold |
9,696
| – | – | 0.03% | 357 |
|
|
2022
Q3 | $386K | Hold |
9,696
| – | – | 0.03% | 370 |
|
|
2022
Q2 | $444K | Hold |
9,696
| – | – | 0.03% | 348 |
|
|
2022
Q1 | $541K | Hold |
9,696
| – | – | 0.03% | 341 |
|
|
2021
Q4 | $536K | Hold |
9,696
| – | – | 0.03% | 369 |
|
|
2021
Q3 | $523K | Hold |
9,696
| – | – | 0.03% | 399 |
|
|
2021
Q2 | $500K | Hold |
9,696
| – | – | 0.03% | 427 |
|
|
2021
Q1 | $490K | Buy |
+9,696
| New | +$490K | 0.04% | 404 |
|
|
2020
Q2 | – | Sell |
-9,290
| Closed | -$295K | – | 346 |
|
|
2020
Q1 | $295K | Buy |
+9,290
| New | +$295K | 0.07% | 210 |
|
|
2019
Q4 | – | Sell |
-5,647
| Closed | -$253K | – | 366 |
|
|
2019
Q3 | $253K | Buy |
+5,647
| New | +$253K | 0.05% | 275 |
|