Texas Capital Bank Wealth Management Services’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
Q1 | – | Sell |
-14,621
| Closed | -$868K | – | 214 |
|
|
2024
Q4 | $868K | Hold |
14,621
| – | – | 0.09% | 78 |
|
|
2024
Q3 | $848K | Hold |
14,621
| – | – | 0.08% | 85 |
|
|
2024
Q2 | $716K | Sell |
14,621
-228
| -2% | -$11.2K | 0.07% | 96 |
|
|
2024
Q1 | $810K | Hold |
14,849
| – | – | 0.09% | 91 |
|
|
2023
Q4 | $770K | Hold |
14,849
| – | – | 0.09% | 85 |
|
|
2023
Q3 | $725K | Hold |
14,849
| – | – | 0.09% | 97 |
|
|
2023
Q2 | $774K | Hold |
14,849
| – | – | 0.08% | 101 |
|
|
2023
Q1 | $693K | Sell |
14,849
-2,127
| -13% | -$99.3K | 0.08% | 105 |
|
|
2022
Q4 | $788K | Hold |
16,976
| – | – | 0.1% | 96 |
|
|
2022
Q3 | $675K | Hold |
16,976
| – | – | 0.09% | 88 |
|
|
2022
Q2 | $778K | Hold |
16,976
| – | – | 0.09% | 82 |
|
|
2022
Q1 | $948K | Hold |
16,976
| – | – | 0.09% | 80 |
|
|
2021
Q4 | $946K | Buy |
+16,976
| New | +$946K | 0.08% | 81 |
|