Abound Wealth 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 | $58.1K | Hold |
874
| – | – | 0.02% | 184 |
|
|
2025
Q1 | $50K | Hold |
874
| – | – | 0.02% | 187 |
|
|
2024
Q4 | $51.9K | Sell |
874
-50
| -5% | -$2.97K | 0.02% | 174 |
|
|
2024
Q3 | $53.6K | Hold |
924
| – | – | 0.02% | 169 |
|
|
2024
Q2 | $45.3K | Sell |
924
-58
| -6% | -$2.84K | 0.02% | 162 |
|
|
2024
Q1 | $53.6K | Hold |
982
| – | – | 0.02% | 143 |
|
|
2023
Q4 | $50.9K | Sell |
982
-80
| -8% | -$4.15K | 0.02% | 142 |
|
|
2023
Q3 | $51.8K | Sell |
1,062
-100
| -9% | -$4.88K | 0.02% | 127 |
|
|
2023
Q2 | $60.6K | Hold |
1,162
| – | – | 0.03% | 113 |
|
|
2023
Q1 | $54.3K | Sell |
1,162
-103
| -8% | -$4.81K | 0.02% | 118 |
|
|
2022
Q4 | $58.7K | Hold |
1,265
| – | – | 0.03% | 102 |
|
|
2022
Q3 | $50.3K | Buy |
+1,265
| New | +$50.3K | 0.03% | 111 |
|