UBS Group’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.2M | Buy |
705,808
+108,371
| +18% | +$6.93M | 0.01% | 1774 |
|
|
2025
Q4 | $37.3M | Sell |
597,437
-184,069
| -24% | -$11.1M | 0.01% | 1954 |
|
|
2025
Q3 | $46.9M | Buy |
781,506
+88,839
| +13% | +$5.34M | 0.01% | 1699 |
|
|
2025
Q2 | $46M | Buy |
692,667
+112,514
| +19% | +$6.9M | 0.01% | 1597 |
|
|
2025
Q1 | $33.2M | Sell |
580,153
-505,419
| -47% | -$28.8M | 0.01% | 1862 |
|
|
2024
Q4 | $64.4M | Buy |
1,085,572
+467,842
| +76% | +$27.6M | 0.01% | 1238 |
|
|
2024
Q3 | $35.8M | Sell |
617,730
-36,452
| -6% | -$1.91M | 0.01% | 1393 |
|
|
2024
Q2 | $32M | Sell |
654,182
-6,906
| -1% | -$350K | 0.01% | 1336 |
|
|
2024
Q1 | $36.1M | Sell |
661,088
-34,959
| -5% | -$1.85M | 0.01% | 1256 |
|
|
2023
Q4 | $36.1M | Buy |
696,047
+187,064
| +37% | +$9.21M | 0.01% | 1181 |
|
|
2023
Q3 | $24.8M | Buy |
508,983
+2,269
| +0.4% | +$114K | 0.01% | 1315 |
|
|
2023
Q2 | $26.4M | Buy |
506,714
+95,285
| +23% | +$4.68M | 0.01% | 1232 |
|
|
2023
Q1 | $19.2M | Buy |
411,429
+192,108
| +88% | +$9.25M | 0.01% | 1427 |
|
|
2022
Q4 | $10.2M | Sell |
219,321
-137,767
| -39% | -$6.1M | ﹤0.01% | 1917 |
|
|
2022
Q3 | $14.2M | Buy |
357,088
+55,434
| +18% | +$2.48M | 0.01% | 1513 |
|
|
2022
Q2 | $13.8M | Sell |
301,654
-49,277
| -14% | -$2.46M | 0.01% | 1576 |
|
|
2022
Q1 | $19.6M | Sell |
350,931
-54,681
| -13% | -$3.01M | 0.01% | 1430 |
|
|
2021
Q4 | $22.6M | Buy |
405,612
+44,060
| +12% | +$2.44M | 0.01% | 1490 |
|
|
2021
Q3 | $18.6M | Sell |
361,552
-151,735
| -30% | -$7.8M | 0.01% | 1558 |
|
|
2021
Q2 | $26.5M | Sell |
513,287
-40,872
| -7% | -$2.16M | 0.01% | 1271 |
|
|
2021
Q1 | $28M | Buy |
554,159
+232,609
| +72% | +$11.4M | 0.01% | 1206 |
|
|
2020
Q4 | $14.3M | Buy |
321,550
+88,040
| +38% | +$3.81M | 0.01% | 1582 |
|
|
2020
Q3 | $9.51M | Sell |
233,510
-14,988
| -6% | -$606K | ﹤0.01% | 1678 |
|
|
2020
Q2 | $9.13M | Sell |
248,498
-5,821
| -2% | -$200K | ﹤0.01% | 1569 |
|
|
2020
Q1 | $8.16M | Sell |
254,319
-203,532
| -44% | -$8.72M | 0.01% | 1553 |
|
|
2019
Q4 | $20.9M | Sell |
457,851
-107,255
| -19% | -$4.83M | 0.01% | 1342 |
|
|
2019
Q3 | $25.3M | Buy |
565,106
+89,095
| +19% | +$3.72M | 0.01% | 1083 |
|
|
2019
Q2 | $19.7M | Buy |
476,011
+91,168
| +24% | +$3.66M | 0.01% | 1228 |
|
|
2019
Q1 | $14.8M | Sell |
384,843
-2,945
| -0.8% | -$108K | 0.01% | 1362 |
|
|
2018
Q4 | $12.9M | Sell |
387,788
-99,698
| -20% | -$3.6M | 0.01% | 1389 |
|
|
2018
Q3 | $19.4M | Buy |
487,486
+37,500
| +8% | +$1.5M | 0.01% | 1227 |
|
|
2018
Q2 | $18.1M | Buy |
449,986
+101,394
| +29% | +$4.2M | 0.01% | 1246 |
|
|
2018
Q1 | $14.3M | Sell |
348,592
-6,297
| -2% | -$265K | 0.01% | 1402 |
|
|
2017
Q4 | $14.6M | Sell |
354,889
-52,450
| -13% | -$2.09M | 0.01% | 1414 |
|
|
2017
Q3 | $16.2M | Buy |
407,339
+61,371
| +18% | +$2.34M | 0.01% | 1244 |
|
|
2017
Q2 | $12.4M | Buy |
345,968
+171,985
| +99% | +$5.93M | 0.01% | 1368 |
|
|
2017
Q1 | $6.36M | Sell |
173,983
-75,788
| -30% | -$2.88M | ﹤0.01% | 1875 |
|
|
2016
Q4 | $9.59M | Sell |
249,771
-213,109
| -46% | -$7.72M | 0.01% | 1531 |
|
|
2016
Q3 | $15.1M | Sell |
462,880
-105,393
| -19% | -$3.39M | 0.01% | 1146 |
|
|
2016
Q2 | $18.7M | Sell |
568,273
-140,287
| -20% | -$4.7M | 0.01% | 974 |
|
|
2016
Q1 | $22.9M | Sell |
708,560
-41,853
| -6% | -$1.23M | 0.02% | 803 |
|
|
2015
Q4 | $23.4M | Sell |
750,413
-34,527
| -4% | -$1.14M | 0.02% | 860 |
|
|
2015
Q3 | $25.3M | Buy |
784,940
+72,205
| +10% | +$2.34M | 0.02% | 762 |
|
|
2015
Q2 | $23.8M | Buy |
712,735
+495,668
| +228% | +$16.3M | 0.02% | 866 |
|
|
2015
Q1 | $6.69M | Sell |
217,067
-25,359
| -10% | -$810K | 0.01% | 1815 |
|
|
2014
Q4 | $8.74M | Buy |
+242,426
| New | +$8.67M | 0.01% | 1607 |
|
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