Arkadios Wealth Advisors’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 | $223K | Buy |
+3,361
| New | +$223K | 0.01% | 1136 |
|
|
2025
Q1 | – | Sell |
-3,404
| Closed | -$202K | – | 1158 |
|
|
2024
Q4 | $202K | Sell |
3,404
-129
| -4% | -$7.66K | 0.01% | 856 |
|
|
2024
Q3 | $205K | Buy |
+3,533
| New | +$205K | 0.01% | 835 |
|
|
2021
Q4 | – | Sell |
-241
| Closed | -$12K | – | 1583 |
|
|
2021
Q3 | $12K | Hold |
241
| – | – | ﹤0.01% | 1399 |
|
|
2021
Q2 | $12K | Buy |
241
+130
| +117% | +$6.47K | ﹤0.01% | 1485 |
|
|
2021
Q1 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 1380 |
|