Achmea Investment Management’s Sun Life Financial SLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-38,975	Closed	-$2.34M	–	279
2025 Q3	$2.34M	Buy	+38,975	New	+$2.34M	0.03%	248
2024 Q3	–	Sell	-145,778	Closed	-$7.15M	–	439
2024 Q2	$7.15M	Hold	145,778	–	–	0.13%	180
2024 Q1	$7.96M	Buy	145,778 +8,608	+6%	+$455K	0.15%	159
2023 Q4	$7.15M	Hold	137,170	–	–	0.15%	167
2023 Q3	$6.72M	Buy	137,170 +13,776	+11%	+$691K	0.15%	164
2023 Q2	$6.44M	Buy	123,394 +58,890	+91%	+$2.89M	0.14%	172
2023 Q1	$3.01M	Buy	64,504 +63,928	+11,099%	+$3.08M	0.09%	242
2022 Q4	$25K	Hold	576	–	–	﹤0.01%	602
2022 Q3	$24K	Hold	576	–	–	﹤0.01%	593
2022 Q2	$26K	Buy	576 +5	+0.9%	+$249	﹤0.01%	583
2022 Q1	$32K	Buy	+571	New	+$31.4K	﹤0.01%	590
2021 Q4	–	Sell	-701	Closed	-$36K	–	543
2021 Q3	$36K	Sell	701 -52,511	-99%	-$2.7M	﹤0.01%	547
2021 Q2	$2.75M	Sell	53,212 -66,980	-56%	-$3.54M	0.09%	266
2021 Q1	$6.07M	Sell	120,192 -34,671	-22%	-$1.7M	0.21%	136
2020 Q4	$6.88M	Buy	154,863 +7,023	+5%	+$304K	0.25%	111
2020 Q3	$6M	Buy	+147,840	New	+$5.98M	0.25%	110