Cerity Partners’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
2025
Q3
$1.51M Sell
2025
Q2
$1.68M Buy
2025
Q1
$1.43M Buy
2024
Q4
$1.4M Sell
2024
Q3
$1.73M Buy
2024
Q2
$773K Sell
2024
Q1
$1.25M Buy
2023
Q4
$683K Buy
2023
Q3
$358K Sell
2023
Q2
$440K Sell
2023
Q1
$396K Buy
2022
Q4
$263K Buy
2022
Q3
$226K Buy
2019
Q1
Sell
2018
Q4
$266K Buy
2017
Q4
Sell
2017
Q3
$216K Buy