Baird Financial Group’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
Q3 | $365K | Sell |
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|
2025
Q2 | $421K | Sell |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $351K | Buy |
|
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $290K | Buy |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $304K | Sell |
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|
2021
Q3 | $292K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $698K | Buy |
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|
2015
Q2 | $707K | Buy |
|