EverSource Wealth Advisors’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 | $126K | Buy |
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|
2025
Q2 | $115K | Buy |
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|
2025
Q1 | $59.7K | Buy |
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|
2024
Q4 | $46.8K | Buy |
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|
2024
Q3 | $45.5K | Sell |
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|
2024
Q2 | $212K | Buy |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q3 | $188K | Sell |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $9.76K | Buy |
|