Bell Investment 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
Q2 | $14.6K | Hold |
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|
2025
Q1 | $12.6K | Sell |
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|
2024
Q4 | $14.2K | Sell |
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|
2024
Q3 | $14.9K | Hold |
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|
2024
Q2 | $12.5K | Buy |
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|
2024
Q1 | $8.02K | Sell |
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|
2023
Q4 | $8.14K | Buy |
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|
2023
Q3 | $6.74K | Buy |
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|
2023
Q2 | $6.88K | Buy |
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|
2023
Q1 | $2.9K | Sell |
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|
2022
Q4 | $7.01K | Hold |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q2 | $4K | Buy |
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