Frank Rimerman 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	$270K	Buy	+4,058	New	+$270K	0.02%	479
2024 Q3	–	Sell	-23,504	Closed	-$1.15M	–	562
2024 Q2	$1.15M	Buy	+23,504	New	+$1.15M	0.08%	193