IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $110K | Sell |
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|
2025
Q2 | $134K | Sell |
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|
2025
Q1 | $120K | Hold |
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|
2024
Q4 | $124K | Buy |
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|
2024
Q3 | $113K | Buy |
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|
2024
Q2 | $12.7K | Buy |
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|
2024
Q1 | $13K | Sell |
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|
2023
Q4 | $37K | Buy |
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|
2023
Q3 | $14.6K | Sell |
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|
2023
Q2 | $35.3K | Buy |
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|
2023
Q1 | $10.5K | Sell |
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|
2022
Q4 | $108K | Sell |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $129K | Hold |
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|
2022
Q1 | $129K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $90K | Sell |
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|
2019
Q3 | $116K | Buy |
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|
2019
Q1 | $3K | Sell |
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|
2018
Q4 | $93K | Buy |
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|
2018
Q3 | $111K | Sell |
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|
2018
Q2 | $115K | Buy |
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|
2018
Q1 | $115K | Hold |
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|
2017
Q4 | $115K | Sell |
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|
2017
Q3 | $397K | Sell |
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|
2017
Q2 | $359K | Sell |
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|
2017
Q1 | $499K | Hold |
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|
2016
Q4 | $525K | Sell |
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|
2016
Q3 | $454K | Buy |
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|
2016
Q2 | $360K | Buy |
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|
2016
Q1 | $3K | Sell |
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|
2015
Q4 | $396K | Buy |
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