Vontobel 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
Q2
$383K Sell
5,749
-40,178
-87% -$2.68M ﹤0.01% 858
2025
Q1
$2.63M Buy
45,927
+148
+0.3% +$8.47K 0.01% 405
2024
Q4
$2.71M Buy
45,779
+36
+0.1% +$2.14K 0.01% 401
2024
Q3
$2.65M Sell
45,743
-1,438
-3% -$83.4K 0.01% 401
2024
Q2
$2.31M Buy
47,181
+93
+0.2% +$4.56K 0.01% 400
2024
Q1
$2.57M Sell
47,088
-84
-0.2% -$4.59K 0.02% 402
2023
Q4
$2.45M Sell
47,172
-25
-0.1% -$1.3K 0.02% 400
2023
Q3
$2.3M Hold
47,197
0.02% 400
2023
Q2
$2.46M Buy
47,197
+2,883
+7% +$150K 0.02% 408
2023
Q1
$2.07M Sell
44,314
-505
-1% -$23.6K 0.02% 410
2022
Q4
$2.08M Sell
44,819
-4
-0% -$186 0.02% 404
2022
Q3
$1.78M Buy
44,823
+4,442
+11% +$177K 0.02% 424
2022
Q2
$1.86M Sell
40,381
-526
-1% -$24.2K 0.02% 404
2022
Q1
$2.3M Buy
40,907
+33,400
+445% +$1.88M 0.02% 406
2021
Q4
$418K Buy
+7,507
New +$418K ﹤0.01% 850