DAS
Diversify Advisory Services’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
8,568
+2,900
| +51% | +$167K | 0.02% | 535 |
|
|
2025
Q1 | $336K | Sell |
5,668
-40
| -0.7% | -$2.37K | 0.02% | 461 |
|
|
2024
Q4 | $327K | Buy |
5,708
+23
| +0.4% | +$1.32K | 0.02% | 460 |
|
|
2024
Q3 | $322K | Sell |
5,685
-14
| -0.2% | -$793 | 0.02% | 482 |
|
|
2024
Q2 | $280K | Sell |
5,699
-45
| -0.8% | -$2.21K | 0.02% | 527 |
|
|
2024
Q1 | $310K | Buy |
+5,744
| New | +$310K | 0.02% | 532 |
|