Farther Finance Advisors’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 | $74.2K | Buy |
1,116
+834
| +296% | +$55.4K | ﹤0.01% | 1910 |
|
|
2025
Q1 | $16.4K | Sell |
282
-124
| -31% | -$7.21K | ﹤0.01% | 2484 |
|
|
2024
Q4 | $24.1K | Buy |
406
+75
| +23% | +$4.45K | ﹤0.01% | 2007 |
|
|
2024
Q3 | $19.2K | Buy |
331
+45
| +16% | +$2.61K | ﹤0.01% | 2100 |
|
|
2024
Q2 | $13.9K | Buy |
286
+57
| +25% | +$2.78K | ﹤0.01% | 1929 |
|
|
2024
Q1 | $12.3K | Buy |
229
+87
| +61% | +$4.69K | ﹤0.01% | 1676 |
|
|
2023
Q4 | $7.38K | Sell |
142
-866
| -86% | -$45K | ﹤0.01% | 1761 |
|
|
2023
Q3 | $49.2K | Buy |
+1,008
| New | +$49.2K | 0.01% | 778 |
|