Benjamin Edwards Inc’s Sun Life Financial SLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
4,542
-510
-10% -$33.9K ﹤0.01% 991
2025
Q1
$289K Buy
5,052
+167
+3% +$9.56K ﹤0.01% 942
2024
Q4
$290K Buy
4,885
+1,116
+30% +$66.2K ﹤0.01% 981
2024
Q3
$219K Buy
+3,769
New +$219K ﹤0.01% 1041