Ballentine Partners’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	–	Sell	-4,599	Closed	-$263K	–	1059
2025 Q1	$263K	Buy	+4,599	New	+$263K	﹤0.01%	675