JFS Wealth Advisors’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 | $65.9K | Buy |
991
+5
| +0.5% | +$332 | ﹤0.01% | 429 |
|
|
2025
Q1 | $56.5K | Sell |
986
-46
| -4% | -$2.63K | ﹤0.01% | 449 |
|
|
2024
Q4 | $61.2K | Buy |
1,032
+838
| +432% | +$49.7K | ﹤0.01% | 424 |
|
|
2024
Q3 | $11.3K | Buy |
194
+41
| +27% | +$2.38K | ﹤0.01% | 817 |
|
|
2024
Q2 | $7.5K | Buy |
153
+13
| +9% | +$637 | ﹤0.01% | 887 |
|
|
2024
Q1 | $7.64K | Buy |
140
+1
| +0.7% | +$55 | ﹤0.01% | 908 |
|
|
2023
Q4 | $7.21K | Hold |
139
| – | – | ﹤0.01% | 905 |
|
|
2023
Q3 | $6.78K | Sell |
139
-9
| -6% | -$439 | ﹤0.01% | 866 |
|
|
2023
Q2 | $7.71K | Buy |
148
+5
| +3% | +$261 | ﹤0.01% | 820 |
|
|
2023
Q1 | $6.68K | Buy |
143
+9
| +7% | +$420 | ﹤0.01% | 882 |
|
|
2022
Q4 | $6.22K | Buy |
134
+12
| +10% | +$557 | ﹤0.01% | 905 |
|
|
2022
Q3 | $5K | Buy |
122
+30
| +33% | +$1.23K | ﹤0.01% | 1007 |
|
|
2022
Q2 | $4K | Sell |
92
-25
| -21% | -$1.09K | ﹤0.01% | 1115 |
|
|
2022
Q1 | $7K | Buy |
117
+81
| +225% | +$4.85K | ﹤0.01% | 933 |
|
|
2021
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1157 |
|