UMB Bank’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 | $23.5K | Hold |
353
| – | – | ﹤0.01% | 1335 |
|
|
2025
Q1 | $20.2K | Sell |
353
-27
| -7% | -$1.55K | ﹤0.01% | 1324 |
|
|
2024
Q4 | $22.5K | Hold |
380
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q3 | $22K | Buy |
380
+27
| +8% | +$1.57K | ﹤0.01% | 1187 |
|
|
2024
Q2 | $17.3K | Sell |
353
-56
| -14% | -$2.74K | ﹤0.01% | 1123 |
|
|
2024
Q1 | $22.3K | Buy |
409
+51
| +14% | +$2.78K | ﹤0.01% | 1032 |
|
|
2023
Q4 | $18.6K | Hold |
358
| – | – | ﹤0.01% | 1085 |
|
|
2023
Q3 | $17.5K | Sell |
358
-1,731
| -83% | -$84.5K | ﹤0.01% | 1116 |
|
|
2023
Q2 | $109K | Hold |
2,089
| – | – | ﹤0.01% | 683 |
|
|
2023
Q1 | $97.6K | Hold |
2,089
| – | – | ﹤0.01% | 702 |
|
|
2022
Q4 | $97K | Hold |
2,089
| – | – | ﹤0.01% | 707 |
|
|
2022
Q3 | $83K | Buy |
2,089
+2
| +0.1% | +$79 | ﹤0.01% | 756 |
|
|
2022
Q2 | $95K | Hold |
2,087
| – | – | ﹤0.01% | 764 |
|
|
2022
Q1 | $117K | Hold |
2,087
| – | – | ﹤0.01% | 751 |
|
|
2021
Q4 | $116K | Buy |
+2,087
| New | +$116K | ﹤0.01% | 779 |
|