Independent Advisor Alliance’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 | $861K | Sell |
12,955
-1,407
| -10% | -$93.5K | 0.02% | 444 |
|
|
2025
Q1 | $822K | Sell |
14,362
-56
| -0.4% | -$3.21K | 0.03% | 406 |
|
|
2024
Q4 | $856K | Buy |
14,418
+36
| +0.3% | +$2.14K | 0.01% | 773 |
|
|
2024
Q3 | $834K | Buy |
14,382
+1,828
| +15% | +$106K | 0.03% | 361 |
|
|
2024
Q2 | $615K | Buy |
12,554
+98
| +0.8% | +$4.8K | 0.02% | 415 |
|
|
2024
Q1 | $680K | Hold |
12,456
| – | – | 0.02% | 390 |
|
|
2023
Q4 | $646K | Hold |
12,456
| – | – | 0.02% | 382 |
|
|
2023
Q3 | $608K | Buy |
+12,456
| New | +$608K | 0.03% | 376 |
|