Caprock Group’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	-5,055	Closed	-$300K	–	1163
2024 Q4	$300K	Sell	5,055 -6	-0.1%	-$356	0.01%	802
2024 Q3	$294K	Sell	5,061 -278	-5%	-$16.1K	0.01%	731
2024 Q2	$262K	Buy	+5,339	New	+$262K	0.01%	730