Checchi Capital Advisers’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 | $226K | Sell |
3,403
-744
| -18% | -$49.4K | 0.01% | 524 |
|
|
2025
Q1 | $237K | Buy |
4,147
+428
| +12% | +$24.5K | 0.01% | 513 |
|
|
2024
Q4 | $221K | Buy |
3,719
+192
| +5% | +$11.4K | 0.01% | 519 |
|
|
2024
Q3 | $205K | Buy |
+3,527
| New | +$205K | 0.01% | 553 |
|
|
2016
Q3 | – | Sell |
-2,378
| Closed | -$78K | – | 1062 |
|
|
2016
Q2 | $78K | Hold |
2,378
| – | – | 0.01% | 668 |
|
|
2016
Q1 | $77K | Buy |
+2,378
| New | +$77K | 0.02% | 673 |
|