Beacon Pointe Advisors’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
Q4 | $241K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $429K | Sell |
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|
2025
Q1 | $466K | Buy |
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|
2024
Q4 | $383K | Buy |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $357K | Buy |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $260K | Buy |
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