CWS
Confluence Wealth Services’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Hold |
4,985
| – | – | 0.02% | 296 |
|
|
2025
Q1 | $288K | Hold |
4,985
| – | – | 0.02% | 290 |
|
|
2024
Q4 | $294K | Hold |
4,985
| – | – | 0.02% | 283 |
|
|
2024
Q3 | $289K | Hold |
4,985
| – | – | 0.02% | 287 |
|
|
2024
Q2 | $244K | Hold |
4,985
| – | – | 0.02% | 333 |
|
|
2024
Q1 | $272K | Hold |
4,985
| – | – | 0.02% | 283 |
|
|
2023
Q4 | $259K | Hold |
4,985
| – | – | 0.03% | 254 |
|
|
2023
Q3 | $243K | Hold |
4,985
| – | – | 0.05% | 234 |
|
|
2023
Q2 | $260K | Hold |
4,985
| – | – | 0.06% | 230 |
|
|
2023
Q1 | $233K | Hold |
4,985
| – | – | 0.05% | 237 |
|
|
2022
Q4 | $231K | Sell |
4,985
-1,069
| -18% | -$49.6K | 0.06% | 213 |
|
|
2022
Q3 | $240K | Hold |
6,054
| – | – | 0.1% | 195 |
|
|
2022
Q2 | $289K | Buy |
+6,054
| New | +$289K | 0.13% | 201 |
|