Five Oceans 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
-3,875
Closed -$230K 186
2024
Q4
$230K Buy
3,875
+292
+8% +$17.2K 0.11% 142
2024
Q3
$208K Buy
+3,583
New +$187K 0.1% 179

Other funds holding SLF

Five Oceans Advisors's SLF Position: Q1 2025 in Review

Five Oceans Advisors sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 3,875 shares — an estimated $230K sold.

Five Oceans Advisors first reported a position in SLF in Q3 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

  • Five Oceans Advisors reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
  • Five Oceans Advisors sold 3,875 Sun Life Financial shares in Q1 2025, an estimated $230K.
  • Five Oceans Advisors first reported a position in Sun Life Financial in Q3 2024 and held it in 2 quarters.
  • Five Oceans Advisors's Sun Life Financial position peaked at $230K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Five Oceans Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.