HAG
HighPoint Advisor Group’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
3,902
-428
| -10% | -$28.4K | 0.01% | 568 |
|
|
2025
Q1 | $256K | Buy |
4,330
+181
| +4% | +$10.7K | 0.01% | 535 |
|
|
2024
Q4 | $242K | Buy |
4,149
+53
| +1% | +$3.1K | 0.01% | 589 |
|
|
2024
Q3 | $228K | Buy |
4,096
+20
| +0.5% | +$1.11K | 0.01% | 576 |
|
|
2024
Q2 | $203K | Buy |
4,076
+55
| +1% | +$2.74K | 0.01% | 577 |
|
|
2024
Q1 | $204K | Buy |
+4,021
| New | +$204K | 0.01% | 594 |
|