Charles Schwab’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
$97.5M Sell
2025
Q2
$110M Buy
2025
Q1
$92M Buy
2024
Q4
$94.7M Buy
2024
Q3
$91.8M Buy
2024
Q2
$73.6M Buy