Jones Financial Companies’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
$661K Buy
2025
Q2
$608K Buy
2025
Q1
$459K Buy
2024
Q4
$434K Buy
2024
Q3
$295K Buy
2024
Q2
$203K Buy
2024
Q1
$76.8K Buy
2022
Q2
Sell
2022
Q1
$22K Hold
2021
Q4
$22K Hold
2021
Q3
$20K Hold
2021
Q2
$20K Buy