Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
|
|||||
|
2025
Q2 | $170K | Buy |
|
|||||
|
2025
Q1 | $9.73K | Hold |
|
|||||
|
2024
Q4 | $10.1K | Hold |
|
|||||
|
2024
Q3 | $9.86K | Hold |
|
|||||
|
2024
Q2 | $8.33K | Hold |
|
|||||
|
2024
Q1 | $9.28K | Hold |
|
|||||
|
2023
Q4 | $8.82K | Hold |
|
|||||
|
2023
Q3 | $8.3K | Hold |
|
|||||
|
2023
Q2 | $8.86K | Sell |
|
|||||
|
2023
Q1 | $32.5K | Hold |
|
|||||
|
2022
Q4 | $32.3K | Hold |
|
|||||
|
2022
Q3 | $28K | Hold |
|
|||||
|
2022
Q2 | $32K | Hold |
|
|||||
|
2022
Q1 | $39K | Hold |
|
|||||
|
2021
Q4 | $39K | Hold |
|
|||||
|
2021
Q3 | $36K | Hold |
|
|||||
|
2021
Q2 | $36K | Hold |
|
|||||
|
2021
Q1 | $35K | Hold |
|
|||||
|
2020
Q4 | $31K | Hold |
|
|||||
|
2020
Q3 | $28K | Hold |
|
|||||
|
2020
Q2 | $26K | Hold |
|
|||||
|
2020
Q1 | $22K | Hold |
|
|||||
|
2019
Q4 | $32K | Hold |
|
|||||
|
2019
Q3 | $31K | Buy |
|
|||||
|
2019
Q2 | $22K | Hold |
|
|||||
|
2019
Q1 | $20K | Hold |
|
|||||
|
2018
Q4 | $17K | Buy |
|