Beacon Pointe Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Sell |
6,463
-1,672
| -21% | -$111K | ﹤0.01% | 912 |
|
|
2025
Q1 | $466K | Buy |
8,135
+1,676
| +26% | +$96K | 0.01% | 858 |
|
|
2024
Q4 | $383K | Buy |
6,459
+1,804
| +39% | +$107K | ﹤0.01% | 910 |
|
|
2024
Q3 | $270K | Sell |
4,655
-46
| -1% | -$2.67K | ﹤0.01% | 1049 |
|
|
2024
Q2 | $230K | Sell |
4,701
-1,833
| -28% | -$89.8K | ﹤0.01% | 1127 |
|
|
2024
Q1 | $357K | Buy |
6,534
+36
| +0.6% | +$1.97K | ﹤0.01% | 1032 |
|
|
2023
Q4 | $337K | Sell |
6,498
-270
| -4% | -$14K | ﹤0.01% | 1027 |
|
|
2023
Q3 | $330K | Buy |
6,768
+1,204
| +22% | +$58.8K | ﹤0.01% | 1017 |
|
|
2023
Q2 | $290K | Sell |
5,564
-14
| -0.3% | -$730 | ﹤0.01% | 884 |
|
|
2023
Q1 | $260K | Buy |
+5,578
| New | +$260K | ﹤0.01% | 983 |
|