Bogart Wealth LLC’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
2026
Q1
$250 Buy
2025
Q1
Sell
2024
Q4
$5.28K Hold
2024
Q3
$5.16K Buy
2021
Q1
Hold
2020
Q4
Hold