West Family Investments’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 | $429K | Hold |
6,455
| – | – | 0.11% | 192 |
|
|
2025
Q1 | $370K | Buy |
6,455
+816
| +14% | +$46.7K | 0.14% | 146 |
|
|
2024
Q4 | $335K | Sell |
5,639
-1,540
| -21% | -$91.4K | 0.12% | 174 |
|
|
2024
Q3 | $417K | Buy |
7,179
+1,039
| +17% | +$60.3K | 0.14% | 154 |
|
|
2024
Q2 | $301K | Hold |
6,140
| – | – | 0.09% | 176 |
|
|
2024
Q1 | $335K | Hold |
6,140
| – | – | 0.1% | 159 |
|
|
2023
Q4 | $318K | Hold |
6,140
| – | – | 0.11% | 144 |
|
|
2023
Q3 | $300K | Hold |
6,140
| – | – | 0.1% | 160 |
|
|
2023
Q2 | $320K | Sell |
6,140
-707
| -10% | -$36.8K | 0.12% | 149 |
|
|
2023
Q1 | $320K | Hold |
6,847
| – | – | 0.13% | 122 |
|
|
2022
Q4 | $318K | Sell |
6,847
-1,420
| -17% | -$65.9K | 0.11% | 152 |
|
|
2022
Q3 | $329K | Buy |
+8,267
| New | +$329K | 0.14% | 140 |
|
|
2022
Q2 | – | Sell |
-3,794
| Closed | -$212K | – | 300 |
|
|
2022
Q1 | $212K | Hold |
3,794
| – | – | 0.06% | 257 |
|
|
2021
Q4 | $211K | Sell |
3,794
-489
| -11% | -$27.2K | 0.06% | 289 |
|
|
2021
Q3 | $220K | Sell |
4,283
-407
| -9% | -$20.9K | 0.06% | 290 |
|
|
2021
Q2 | $242K | Buy |
+4,690
| New | +$242K | 0.07% | 277 |
|