Bogart Wealth LLC’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 Q1	–	Sell	-89	Closed	-$5.28K	–	1496
2024 Q4	$5.28K	Hold	89	–	–	﹤0.01%	863
2024 Q3	$5.16K	Buy	+89	New	+$5.16K	﹤0.01%	823
2021 Q1	–	Hold	0	–	–	–	706
2020 Q4	–	Hold	0	–	–	–	556