EverSource Wealth Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
1,734
+692
| +66% | +$46K | 0.01% | 1124 |
|
|
2025
Q1 | $59.7K | Buy |
1,042
+254
| +32% | +$14.5K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $46.8K | Buy |
788
+3
| +0.4% | +$178 | ﹤0.01% | 1220 |
|
|
2024
Q3 | $45.5K | Sell |
785
-3,498
| -82% | -$203K | ﹤0.01% | 1113 |
|
|
2024
Q2 | $212K | Buy |
4,283
+25
| +0.6% | +$1.24K | 0.01% | 539 |
|
|
2024
Q1 | $217K | Buy |
4,258
+131
| +3% | +$6.69K | 0.02% | 463 |
|
|
2023
Q4 | $214K | Buy |
4,127
+267
| +7% | +$13.8K | 0.02% | 419 |
|
|
2023
Q3 | $188K | Sell |
3,860
-3,142
| -45% | -$153K | 0.02% | 413 |
|
|
2023
Q2 | $365K | Buy |
7,002
+6,793
| +3,250% | +$354K | 0.04% | 276 |
|
|
2023
Q1 | $9.76K | Buy |
+209
| New | +$9.76K | ﹤0.01% | 1371 |
|