Well Done LLC’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 | $250K | Buy |
3,757
+16
| +0.4% | +$1.06K | 0.05% | 150 |
|
|
2025
Q1 | $222K | Buy |
3,741
+15
| +0.4% | +$890 | 0.04% | 166 |
|
|
2024
Q4 | $216K | Hold |
3,726
| – | – | 0.04% | 169 |
|
|
2024
Q3 | $216K | Buy |
+3,726
| New | +$216K | 0.04% | 170 |
|
|
2024
Q2 | – | Sell |
-3,708
| Closed | -$202K | – | 188 |
|
|
2024
Q1 | $202K | Buy |
+3,708
| New | +$202K | 0.04% | 183 |
|
|
2019
Q1 | – | Sell |
-1,696
| Closed | -$56K | – | 566 |
|
|
2018
Q4 | $56K | Buy |
+1,696
| New | +$56K | 0.02% | 253 |
|
|
2018
Q2 | – | Sell |
-1,696
| Closed | -$70K | – | 460 |
|
|
2018
Q1 | $70K | Buy |
+1,696
| New | +$70K | 0.02% | 203 |
|