Washington Trust’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 | $287K | Sell |
4,318
-47
| -1% | -$3.12K | 0.01% | 240 |
|
|
2025
Q1 | $250K | Sell |
4,365
-7,104
| -62% | -$407K | 0.01% | 238 |
|
|
2024
Q4 | $681K | Hold |
11,469
| – | – | 0.02% | 171 |
|
|
2024
Q3 | $665K | Hold |
11,469
| – | – | 0.02% | 182 |
|
|
2024
Q2 | $562K | Sell |
11,469
-2
| -0% | -$98 | 0.02% | 192 |
|
|
2024
Q1 | $626K | Hold |
11,471
| – | – | 0.02% | 181 |
|
|
2023
Q4 | $595K | Sell |
11,471
-702
| -6% | -$36.4K | 0.02% | 184 |
|
|
2023
Q3 | $594K | Hold |
12,173
| – | – | 0.03% | 162 |
|
|
2023
Q2 | $634K | Hold |
12,173
| – | – | 0.03% | 164 |
|
|
2023
Q1 | $568K | Sell |
12,173
-14
| -0.1% | -$654 | 0.03% | 170 |
|
|
2022
Q4 | $566K | Sell |
12,187
-1,090
| -8% | -$50.6K | 0.03% | 171 |
|
|
2022
Q3 | $528K | Sell |
13,277
-1,336
| -9% | -$53.1K | 0.03% | 165 |
|
|
2022
Q2 | $669K | Sell |
14,613
-93
| -0.6% | -$4.26K | 0.03% | 153 |
|
|
2022
Q1 | $821K | Sell |
14,706
-947
| -6% | -$52.9K | 0.03% | 151 |
|
|
2021
Q4 | $872K | Sell |
15,653
-170
| -1% | -$9.47K | 0.03% | 147 |
|
|
2021
Q3 | $814K | Sell |
15,823
-19
| -0.1% | -$977 | 0.02% | 197 |
|
|
2021
Q2 | $817K | Sell |
15,842
-160
| -1% | -$8.25K | 0.02% | 187 |
|
|
2021
Q1 | $809K | Sell |
16,002
-832
| -5% | -$42.1K | 0.02% | 182 |
|
|
2020
Q4 | $748K | Buy |
16,834
+10,650
| +172% | +$473K | 0.02% | 183 |
|
|
2020
Q3 | $252K | Buy |
6,184
+165
| +3% | +$6.72K | 0.01% | 237 |
|
|
2020
Q2 | $214K | Hold |
6,019
| – | – | 0.01% | 235 |
|
|
2020
Q1 | $193K | Buy |
+6,019
| New | +$193K | 0.01% | 254 |
|
|
2019
Q4 | – | Sell |
-5,707
| Closed | -$256K | – | 227 |
|
|
2019
Q3 | $256K | Hold |
5,707
| – | – | 0.01% | 200 |
|
|
2019
Q2 | $236K | Buy |
+5,707
| New | +$236K | 0.01% | 222 |
|
|
2018
Q3 | – | Sell |
-3,404
| Closed | -$136K | – | 707 |
|
|
2018
Q2 | $136K | Buy |
+3,404
| New | +$136K | 0.01% | 274 |
|
|
2016
Q4 | – | Sell |
-6,424
| Closed | -$209K | – | 217 |
|
|
2016
Q3 | $209K | Hold |
6,424
| – | – | 0.01% | 194 |
|
|
2016
Q2 | $210K | Hold |
6,424
| – | – | 0.01% | 194 |
|
|
2016
Q1 | $208K | Hold |
6,424
| – | – | 0.01% | 195 |
|
|
2015
Q4 | $200K | Sell |
6,424
-30
| -0.5% | -$934 | 0.01% | 199 |
|
|
2015
Q3 | $208K | Hold |
6,454
| – | – | 0.02% | 194 |
|
|
2015
Q2 | $215K | Buy |
+6,454
| New | +$215K | 0.01% | 201 |
|