Wambolt & Associates’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,667
| Closed | -$213K | – | 199 |
|
|
2024
Q3 | $213K | Sell |
3,667
-2,963
| -45% | -$172K | 0.06% | 192 |
|
|
2024
Q2 | $323K | Sell |
6,630
-1,095
| -14% | -$53.3K | 0.09% | 162 |
|
|
2024
Q1 | $417K | Sell |
7,725
-9,934
| -56% | -$536K | 0.12% | 153 |
|
|
2023
Q4 | $916K | Sell |
17,659
-4,823
| -21% | -$250K | 0.3% | 110 |
|
|
2023
Q3 | $1.08M | Sell |
22,482
-1,634
| -7% | -$78.2K | 0.39% | 89 |
|
|
2023
Q2 | $1.26M | Sell |
24,116
-344
| -1% | -$17.9K | 0.45% | 84 |
|
|
2023
Q1 | $1.16M | Sell |
24,460
-271
| -1% | -$12.8K | 0.41% | 90 |
|
|
2022
Q4 | $1.15M | Buy |
24,731
+211
| +0.9% | +$9.8K | 0.44% | 86 |
|
|
2022
Q3 | $975K | Sell |
24,520
-150
| -0.6% | -$5.97K | 0.41% | 93 |
|
|
2022
Q2 | $1.13M | Buy |
24,670
+1,968
| +9% | +$90.1K | 0.45% | 85 |
|
|
2022
Q1 | $1.27M | Buy |
22,702
+1,878
| +9% | +$105K | 0.46% | 82 |
|
|
2021
Q4 | $1.16M | Buy |
20,824
+2,147
| +11% | +$120K | 0.42% | 87 |
|
|
2021
Q3 | $961K | Buy |
18,677
+1,933
| +12% | +$99.5K | 0.39% | 95 |
|
|
2021
Q2 | $867K | Buy |
16,744
+3,739
| +29% | +$194K | 0.37% | 95 |
|
|
2021
Q1 | $664K | Buy |
13,005
+3,888
| +43% | +$199K | 0.35% | 102 |
|
|
2020
Q4 | $405K | Buy |
9,117
+921
| +11% | +$40.9K | 0.24% | 135 |
|
|
2020
Q3 | $334K | Buy |
8,196
+762
| +10% | +$31.1K | 0.25% | 138 |
|
|
2020
Q2 | $273K | Buy |
7,434
+31
| +0.4% | +$1.14K | 0.21% | 151 |
|
|
2020
Q1 | $238K | Sell |
7,403
-443
| -6% | -$14.2K | 0.25% | 136 |
|
|
2019
Q4 | $358K | Buy |
7,846
+1,193
| +18% | +$54.4K | 0.27% | 118 |
|
|
2019
Q3 | $298K | Sell |
6,653
-282
| -4% | -$12.6K | 0.25% | 127 |
|
|
2019
Q2 | $287K | Buy |
+6,935
| New | +$287K | 0.24% | 128 |
|