Tacita Capital’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 | $57.2K | Buy |
+860
| New | +$57.2K | 0.04% | 124 |
|
|
2024
Q3 | – | Sell |
-275
| Closed | -$13.5K | – | 208 |
|
|
2024
Q2 | $13.5K | Hold |
275
| – | – | 0.01% | 184 |
|
|
2024
Q1 | $15K | Hold |
275
| – | – | 0.01% | 186 |
|
|
2023
Q4 | $14.3K | Hold |
275
| – | – | 0.01% | 190 |
|
|
2023
Q3 | $13.5K | Hold |
275
| – | – | 0.01% | 178 |
|
|
2023
Q2 | $14K | Hold |
275
| – | – | 0.01% | 172 |
|
|
2023
Q1 | $13K | Hold |
275
| – | – | 0.01% | 170 |
|
|
2022
Q4 | $13K | Hold |
275
| – | – | 0.01% | 182 |
|
|
2022
Q3 | $11K | Hold |
275
| – | – | 0.01% | 180 |
|
|
2022
Q2 | $13K | Sell |
275
-6,820
| -96% | -$322K | 0.01% | 181 |
|
|
2022
Q1 | $397K | Sell |
7,095
-3,000
| -30% | -$168K | 0.23% | 60 |
|
|
2021
Q4 | $562K | Sell |
10,095
-325
| -3% | -$18.1K | 0.32% | 54 |
|
|
2021
Q3 | $533K | Hold |
10,420
| – | – | 0.33% | 52 |
|
|
2021
Q2 | $537K | Sell |
10,420
-680
| -6% | -$35K | 0.32% | 52 |
|
|
2021
Q1 | $561K | Buy |
11,100
+330
| +3% | +$16.7K | 0.36% | 53 |
|
|
2020
Q4 | $478K | Buy |
+10,770
| New | +$478K | 0.31% | 60 |
|