Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Sun Life Financial SLF Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-812
Closed -$39.6K – 433
2023
Q3 		$39.6K Buy
+812
New +$40.7K 0.01% 199

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Legacy Financial Group (Iowa)'s SLF Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Sun Life Financial (SLF) in Q4 2023, closing a stake of 812 shares — an estimated $39.6K sold.

Legacy Financial Group (Iowa) first reported a position in SLF in Q3 2023 and held it in 1 quarter. The position peaked at $39.6K in Q3 2023. 399 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Sun Life Financial position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 812 Sun Life Financial shares in Q4 2023, an estimated $39.6K.
  • Legacy Financial Group (Iowa) first reported a position in Sun Life Financial in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Sun Life Financial position peaked at $39.6K in Q3 2023.
  • 399 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.