Bartlett & Co Wealth 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
Q3
$72K Hold
2025
Q2
$79.7K Buy
2021
Q3
Sell
2021
Q2
$1.5K Hold
2021
Q1
$1.47K Hold
2020
Q4
$1.29K Buy