Asset Dedication LLC’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
Q2 | $52.3K | Hold |
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|
2025
Q1 | $45.1K | Hold |
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|
2024
Q4 | $46.7K | Hold |
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|
2024
Q3 | $45.7K | Hold |
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|
2024
Q2 | $38.6K | Hold |
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|
2024
Q1 | $43K | Sell |
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|
2023
Q4 | $58K | Hold |
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|
2023
Q3 | $55K | Hold |
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|
2023
Q2 | $58K | Buy |
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|
2023
Q1 | $37K | Hold |
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|
2022
Q4 | $36K | Hold |
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|
2022
Q3 | $31K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $44K | Hold |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $41K | Buy |
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|
2021
Q2 | $24K | Buy |
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