Cornerstone Planning 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 Q2	$23K	Hold	379	–	–	﹤0.01%	387
2025 Q1	$21.9K	Sell	379 -5	-1%	-$289	0.01%	395
2024 Q4	$22.6K	Buy	384 +7	+2%	+$412	0.01%	291
2024 Q3	$21.4K	Buy	377 +13	+4%	+$739	0.01%	291
2024 Q2	$17.1K	Buy	+364	New	+$17.1K	﹤0.01%	339