Bruce G. Allen Investments’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 | $199K | Hold |
2,994
| – | – | 0.15% | 74 |
|
|
2025
Q1 | $171K | Sell |
2,994
-73
| -2% | -$4.18K | 0.14% | 84 |
|
|
2024
Q4 | $182K | Buy |
3,067
+18
| +0.6% | +$1.07K | 0.15% | 82 |
|
|
2024
Q3 | $177K | Buy |
3,049
+118
| +4% | +$6.85K | 0.14% | 92 |
|
|
2024
Q2 | $144K | Buy |
2,931
+32
| +1% | +$1.57K | 0.12% | 105 |
|
|
2024
Q1 | $158K | Hold |
2,899
| – | – | 0.13% | 96 |
|
|
2023
Q4 | $150K | Buy |
+2,899
| New | +$150K | 0.14% | 97 |
|