GeoWealth Management’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 Q1	–	Sell	-999	Closed	-$59.3K	–	1706
2024 Q4	$59.3K	Buy	999 +978	+4,657%	+$58K	﹤0.01%	1109
2024 Q3	$1.22K	Buy	+21	New	+$1.22K	﹤0.01%	1586