Fairfield Financial 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
Q1
Sell
-878
Closed -$52.1K 175
2024
Q4
$52.1K Hold
878
0.02% 113
2024
Q3
$50.9K Hold
878
0.02% 134
2024
Q2
$43K Buy
+878
New +$44.6K 0.01% 136
2023
Q4
$45.5K Hold
878
0.02% 155
2023
Q3
$42.8K Buy
+878
New +$44K 0.02% 147

Other funds holding SLF

Fairfield Financial Advisors's SLF Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 878 shares — an estimated $52.1K sold.

Fairfield Financial Advisors first reported a position in SLF in Q3 2023 and held it in 5 quarters. The position peaked at $52.1K in Q4 2024. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

  • Fairfield Financial Advisors reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 878 Sun Life Financial shares in Q1 2025, an estimated $52.1K.
  • Fairfield Financial Advisors first reported a position in Sun Life Financial in Q3 2023 and held it in 5 quarters.
  • Fairfield Financial Advisors's Sun Life Financial position peaked at $52.1K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.