Unigestion Holding’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 | $20M | Buy |
349,270
+107,109
| +44% | +$6.13M | 1.17% | 25 |
|
|
2024
Q4 | $14.4M | Buy |
242,161
+43,119
| +22% | +$2.56M | 0.83% | 44 |
|
|
2024
Q3 | $11.5M | Buy |
+199,042
| New | +$11.5M | 0.56% | 61 |
|
|
2024
Q2 | – | Sell |
-119,413
| Closed | -$6.52M | – | 156 |
|
|
2024
Q1 | $6.52M | Buy |
+119,413
| New | +$6.52M | 0.32% | 70 |
|
|
2023
Q2 | – | Sell |
-157,829
| Closed | -$7.3M | – | 226 |
|
|
2023
Q1 | $7.3M | Hold |
157,829
| – | – | 0.4% | 57 |
|
|
2022
Q4 | $7.39M | Sell |
157,829
-6,883
| -4% | -$322K | 0.39% | 59 |
|
|
2022
Q3 | $6.55M | Sell |
164,712
-7,273
| -4% | -$289K | 0.38% | 60 |
|
|
2022
Q2 | $7.88M | Buy |
+171,985
| New | +$7.88M | 0.44% | 55 |
|