Blue Bell Private Wealth Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Hold |
187
| – | – | ﹤0.01% | 512 |
|
|
2025
Q1 | $10.7K | Hold |
187
| – | – | ﹤0.01% | 511 |
|
|
2024
Q4 | $11.1K | Hold |
187
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $10.9K | Hold |
187
| – | – | ﹤0.01% | 515 |
|
|
2024
Q2 | $9.16K | Hold |
187
| – | – | ﹤0.01% | 531 |
|
|
2024
Q1 | $10.2K | Hold |
187
| – | – | ﹤0.01% | 519 |
|
|
2023
Q4 | $9.7K | Hold |
187
| – | – | ﹤0.01% | 503 |
|
|
2023
Q3 | $9.13K | Hold |
187
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $9.75K | Hold |
187
| – | – | ﹤0.01% | 419 |
|
|
2023
Q1 | $8.73K | Hold |
187
| – | – | ﹤0.01% | 390 |
|
|
2022
Q4 | $8.68K | Hold |
187
| – | – | ﹤0.01% | 387 |
|
|
2022
Q3 | $7K | Hold |
187
| – | – | ﹤0.01% | 422 |
|
|
2022
Q2 | $9K | Hold |
187
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $10K | Hold |
187
| – | – | ﹤0.01% | 411 |
|
|
2021
Q4 | $10K | Buy |
+187
| New | +$10K | ﹤0.01% | 402 |
|