Medallion Wealth Advisors, LLC’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
2026
Q1
$32.7K Hold
2025
Q4
$32.6K Hold
2025
Q3
$31.4K Hold
2025
Q2
$34.7K Hold
2025
Q1
$30.4K Buy
2024
Q4
$12.3K Buy