Verdence Capital Advisors’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 | $786K | Sell |
11,822
-64
| -0.5% | -$4.25K | 0.05% | 302 |
|
|
2025
Q1 | $681K | Sell |
11,886
-75
| -0.6% | -$4.3K | 0.05% | 307 |
|
|
2024
Q4 | $710K | Hold |
11,961
| – | – | 0.06% | 304 |
|
|
2024
Q3 | $694K | Sell |
11,961
-199
| -2% | -$11.5K | 0.06% | 316 |
|
|
2024
Q2 | $596K | Buy |
12,160
+219
| +2% | +$10.7K | 0.05% | 320 |
|
|
2024
Q1 | $652K | Hold |
11,941
| – | – | 0.06% | 304 |
|
|
2023
Q4 | $619K | Sell |
11,941
-28
| -0.2% | -$1.45K | 0.06% | 300 |
|
|
2023
Q3 | $584K | Buy |
11,969
+2,140
| +22% | +$104K | 0.06% | 301 |
|
|
2023
Q2 | $512K | Buy |
9,829
+85
| +0.9% | +$4.43K | 0.06% | 310 |
|
|
2023
Q1 | $455K | Buy |
+9,744
| New | +$455K | 0.06% | 325 |
|