Focus Partners Wealth’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
$362K Buy
5,451
+1,564
+40% +$104K ﹤0.01% 1581
2025
Q1
$223K Sell
3,887
-1,205
-24% -$69K ﹤0.01% 1696
2024
Q4
$302K Buy
+5,092
New +$302K ﹤0.01% 1533