Symphony 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 | $4.04M | Buy |
+62,477
| New | +$4.04M | 0.53% | 50 |
|
|
2025
Q1 | – | Sell |
-64,978
| Closed | -$3.83M | – | 194 |
|
|
2024
Q4 | $3.83M | Sell |
64,978
-2,886
| -4% | -$170K | 0.6% | 45 |
|
|
2024
Q3 | $3.92M | Sell |
67,864
-225
| -0.3% | -$13K | 0.65% | 43 |
|
|
2024
Q2 | $3.33M | Sell |
68,089
-2,360
| -3% | -$115K | 0.61% | 43 |
|
|
2024
Q1 | $3.85M | Sell |
70,449
-700
| -1% | -$38.2K | 0.9% | 30 |
|
|
2023
Q4 | $3.61M | Sell |
71,149
-2,056
| -3% | -$104K | 0.78% | 34 |
|
|
2023
Q3 | $3.5M | Buy |
73,205
+1,743
| +2% | +$83.4K | 0.86% | 25 |
|
|
2023
Q2 | $3.68M | Buy |
71,462
+516
| +0.7% | +$26.6K | 0.9% | 30 |
|
|
2023
Q1 | $3.28M | Buy |
70,946
+14,048
| +25% | +$649K | 0.85% | 29 |
|
|
2022
Q4 | $2.7M | Buy |
56,898
+31,078
| +120% | +$1.48M | 0.72% | 34 |
|
|
2022
Q3 | $1.04M | Buy |
25,820
+2,767
| +12% | +$111K | 0.34% | 66 |
|
|
2022
Q2 | $1.06M | Buy |
+23,053
| New | +$1.06M | 0.31% | 69 |
|