Westside Investment Management’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 | $38.4K | Buy |
578
+223
| +63% | +$14.8K | 0.01% | 504 |
|
|
2025
Q1 | $20.3K | Hold |
355
| – | – | ﹤0.01% | 561 |
|
|
2024
Q4 | $21.1K | Hold |
355
| – | – | ﹤0.01% | 555 |
|
|
2024
Q3 | $20.6K | Hold |
355
| – | – | ﹤0.01% | 577 |
|
|
2024
Q2 | $17.4K | Hold |
355
| – | – | ﹤0.01% | 577 |
|
|
2024
Q1 | $19.4K | Hold |
355
| – | – | ﹤0.01% | 523 |
|
|
2023
Q4 | $18.4K | Hold |
355
| – | – | ﹤0.01% | 506 |
|
|
2023
Q3 | $17.3K | Hold |
355
| – | – | 0.01% | 503 |
|
|
2023
Q2 | $18.5K | Hold |
355
| – | – | 0.01% | 499 |
|
|
2023
Q1 | $16.6K | Hold |
355
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $16 | Hold |
355
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $14 | Hold |
355
| – | – | ﹤0.01% | 553 |
|
|
2022
Q2 | $16 | Hold |
355
| – | – | ﹤0.01% | 540 |
|
|
2022
Q1 | $19 | Hold |
355
| – | – | ﹤0.01% | 527 |
|
|
2021
Q4 | $19 | Hold |
355
| – | – | ﹤0.01% | 513 |
|
|
2021
Q3 | $18 | Hold |
355
| – | – | ﹤0.01% | 504 |
|
|
2021
Q2 | $18 | Hold |
355
| – | – | ﹤0.01% | 496 |
|
|
2021
Q1 | $17 | Hold |
355
| – | – | ﹤0.01% | 483 |
|
|
2020
Q4 | $15 | Hold |
355
| – | – | ﹤0.01% | 463 |
|
|
2020
Q3 | $14 | Sell |
355
-1,200
| -77% | -$47 | ﹤0.01% | 466 |
|
|
2020
Q2 | $57 | Buy |
1,555
+1,200
| +338% | +$44 | ﹤0.01% | 316 |
|
|
2020
Q1 | $11 | Buy |
+355
| New | +$11 | ﹤0.01% | 457 |
|
|
2019
Q2 | $14 | Buy |
+355
| New | +$14 | ﹤0.01% | 433 |
|
|
2018
Q4 | $11.8K | Hold |
355
| – | – | ﹤0.01% | 442 |
|
|
2018
Q3 | $14.2K | Hold |
355
| – | – | ﹤0.01% | 425 |
|
|
2018
Q2 | $14.2K | Hold |
355
| – | – | 0.01% | 479 |
|
|
2018
Q1 | $14.4K | Hold |
355
| – | – | 0.01% | 455 |
|
|
2017
Q4 | $14.7K | Hold |
355
| – | – | 0.01% | 480 |
|
|
2017
Q3 | $14.1K | Hold |
355
| – | – | 0.01% | 465 |
|
|
2017
Q2 | $13K | Hold |
355
| – | – | 0.01% | 477 |
|
|
2017
Q1 | $12.6K | Hold |
355
| – | – | 0.01% | 437 |
|
|
2016
Q4 | $14.1K | Buy |
+355
| New | +$14.1K | 0.01% | 334 |
|