William Blair & Company’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 | $951K | Buy |
14,311
+2
| +0% | +$133 | ﹤0.01% | 914 |
|
|
2025
Q1 | $819K | Buy |
14,309
+3
| +0% | +$172 | ﹤0.01% | 944 |
|
|
2024
Q4 | $849K | Sell |
14,306
-168
| -1% | -$9.97K | ﹤0.01% | 947 |
|
|
2024
Q3 | $840K | Buy |
14,474
+3
| +0% | +$174 | ﹤0.01% | 953 |
|
|
2024
Q2 | $709K | Buy |
14,471
+1,903
| +15% | +$93.2K | ﹤0.01% | 982 |
|
|
2024
Q1 | $686K | Buy |
12,568
+366
| +3% | +$20K | ﹤0.01% | 996 |
|
|
2023
Q4 | $633K | Buy |
12,202
+97
| +0.8% | +$5.03K | ﹤0.01% | 1008 |
|
|
2023
Q3 | $591K | Sell |
12,105
-171
| -1% | -$8.35K | ﹤0.01% | 1007 |
|
|
2023
Q2 | $640K | Sell |
12,276
-102
| -0.8% | -$5.32K | ﹤0.01% | 983 |
|
|
2023
Q1 | $578K | Sell |
12,378
-40
| -0.3% | -$1.87K | ﹤0.01% | 991 |
|
|
2022
Q4 | $576K | Sell |
12,418
-16
| -0.1% | -$743 | ﹤0.01% | 1000 |
|
|
2022
Q3 | $494K | Buy |
12,434
+142
| +1% | +$5.64K | ﹤0.01% | 1042 |
|
|
2022
Q2 | $563K | Sell |
12,292
-331
| -3% | -$15.2K | ﹤0.01% | 1025 |
|
|
2022
Q1 | $705K | Buy |
12,623
+331
| +3% | +$18.5K | ﹤0.01% | 1040 |
|
|
2021
Q4 | $685K | Sell |
12,292
-1,940
| -14% | -$108K | ﹤0.01% | 1092 |
|
|
2021
Q3 | $732K | Sell |
14,232
-56
| -0.4% | -$2.88K | ﹤0.01% | 1033 |
|
|
2021
Q2 | $736K | Sell |
14,288
-269
| -2% | -$13.9K | ﹤0.01% | 1018 |
|
|
2021
Q1 | $736K | Buy |
14,557
+325
| +2% | +$16.4K | ﹤0.01% | 998 |
|
|
2020
Q4 | $633K | Sell |
14,232
-117
| -0.8% | -$5.2K | ﹤0.01% | 1014 |
|
|
2020
Q3 | $584K | Sell |
14,349
-52
| -0.4% | -$2.12K | ﹤0.01% | 925 |
|
|
2020
Q2 | $529K | Buy |
14,401
+243
| +2% | +$8.93K | ﹤0.01% | 923 |
|
|
2020
Q1 | $454K | Hold |
14,158
| – | – | ﹤0.01% | 899 |
|
|
2019
Q4 | $645K | Hold |
14,158
| – | – | ﹤0.01% | 907 |
|
|
2019
Q3 | $634K | Buy |
14,158
+669
| +5% | +$30K | ﹤0.01% | 876 |
|
|
2019
Q2 | $558K | Sell |
13,489
-234
| -2% | -$9.68K | ﹤0.01% | 943 |
|
|
2019
Q1 | $527K | Sell |
13,723
-2,401
| -15% | -$92.2K | ﹤0.01% | 948 |
|
|
2018
Q4 | $535K | Buy |
16,124
+2,110
| +15% | +$70K | ﹤0.01% | 887 |
|
|
2018
Q3 | $557K | Sell |
14,014
-500
| -3% | -$19.9K | ﹤0.01% | 926 |
|
|
2018
Q2 | $583K | Hold |
14,514
| – | – | ﹤0.01% | 904 |
|
|
2018
Q1 | $597K | Hold |
14,514
| – | – | ﹤0.01% | 866 |
|
|
2017
Q4 | $599K | Hold |
14,514
| – | – | ﹤0.01% | 907 |
|
|
2017
Q3 | $578K | Hold |
14,514
| – | – | ﹤0.01% | 892 |
|
|
2017
Q2 | $519K | Buy |
14,514
+1,956
| +16% | +$69.9K | ﹤0.01% | 963 |
|
|
2017
Q1 | $459K | Buy |
12,558
+1,025
| +9% | +$37.5K | ﹤0.01% | 915 |
|
|
2016
Q4 | $443K | Sell |
11,533
-1,000
| -8% | -$38.4K | ﹤0.01% | 867 |
|
|
2016
Q3 | $408K | Sell |
12,533
-5,000
| -29% | -$163K | ﹤0.01% | 886 |
|
|
2016
Q2 | $576K | Hold |
17,533
| – | – | 0.01% | 758 |
|
|
2016
Q1 | $566K | Hold |
17,533
| – | – | 0.01% | 759 |
|
|
2015
Q4 | $547K | Sell |
17,533
-98
| -0.6% | -$3.06K | 0.01% | 783 |
|
|
2015
Q3 | $568K | Sell |
17,631
-462
| -3% | -$14.9K | ﹤0.01% | 932 |
|
|
2015
Q2 | $604K | Hold |
18,093
| – | – | ﹤0.01% | 1705 |
|
|
2015
Q1 | $558K | Hold |
18,093
| – | – | ﹤0.01% | 1689 |
|
|
2014
Q4 | $652K | Buy |
18,093
+783
| +5% | +$28.2K | ﹤0.01% | 1613 |
|
|
2014
Q3 | $628K | Hold |
17,310
| – | – | ﹤0.01% | 1629 |
|
|
2014
Q2 | $635K | Hold |
17,310
| – | – | ﹤0.01% | 1592 |
|
|
2014
Q1 | $599K | Hold |
17,310
| – | – | ﹤0.01% | 1561 |
|
|
2013
Q4 | $611K | Sell |
17,310
-223
| -1% | -$7.87K | ﹤0.01% | 1533 |
|
|
2013
Q3 | $560K | Hold |
17,533
| – | – | ﹤0.01% | 1522 |
|
|
2013
Q2 | $519K | Buy |
+17,533
| New | +$519K | ﹤0.01% | 1494 |
|