United Services Automobile Association’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 | – | Sell |
-19,798
| Closed | -$1.12M | – | 865 |
|
|
2025
Q1 | $1.12M | Hold |
19,798
| – | – | 0.03% | 249 |
|
|
2024
Q4 | $2.43M | Hold |
19,798
| – | – | 0.08% | 137 |
|
|
2024
Q3 | $1.15M | Sell |
19,798
-4,297
| -18% | -$249K | 0.03% | 184 |
|
|
2024
Q2 | $1.18M | Hold |
24,095
| – | – | 0.03% | 200 |
|
|
2024
Q1 | $1.31M | Hold |
24,095
| – | – | 0.03% | 193 |
|
|
2023
Q4 | $1.25M | Buy |
24,095
+3,118
| +15% | +$162K | 0.03% | 201 |
|
|
2023
Q3 | $1.02M | Buy |
20,977
+6,388
| +44% | +$312K | 0.03% | 215 |
|
|
2023
Q2 | $761K | Sell |
14,589
-2,520
| -15% | -$131K | 0.02% | 221 |
|
|
2023
Q1 | $799K | Sell |
17,109
-12,559
| -42% | -$587K | 0.03% | 220 |
|
|
2022
Q4 | $1.38M | Hold |
29,668
| – | – | 0.03% | 242 |
|
|
2022
Q3 | $1.18M | Buy |
29,668
+3,424
| +13% | +$136K | 0.03% | 253 |
|
|
2022
Q2 | $1.2M | Buy |
+26,244
| New | +$1.2M | 0.03% | 253 |
|