FAFN
First Affirmative Financial Network’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $297K | Sell |
5,184
-573
| -10% | -$32.8K | 0.18% | 162 |
|
|
2024
Q4 | $342K | Sell |
5,757
-149
| -3% | -$8.84K | 0.2% | 139 |
|
|
2024
Q3 | $343K | Sell |
5,906
-250
| -4% | -$14.5K | 0.19% | 147 |
|
|
2024
Q2 | $302K | Buy |
6,156
+160
| +3% | +$7.84K | 0.21% | 150 |
|
|
2024
Q1 | $327K | Buy |
5,996
+726
| +14% | +$39.6K | 0.24% | 136 |
|
|
2023
Q4 | $273K | Buy |
5,270
+318
| +6% | +$16.5K | 0.22% | 160 |
|
|
2023
Q3 | $242K | Buy |
+4,952
| New | +$242K | 0.24% | 146 |
|