LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Sun Life Financial SLF Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SLF Stock Details SLF Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$73.1K	Hold	1,100	–	–	﹤0.01%	370
2025 Q1	$63.6K	Hold	1,100	–	–	﹤0.01%	367
2024 Q4	$64.8K	Hold	1,100	–	–	﹤0.01%	373
2024 Q3	$62.4K	Hold	1,100	–	–	﹤0.01%	375
2024 Q2	$55.9K	Hold	1,100	–	–	﹤0.01%	383
2024 Q1	$56.7K	Sell	1,100 -200	-15%	-$10.3K	﹤0.01%	384
2023 Q4	$67.4K	Hold	1,300	–	–	﹤0.01%	379
2023 Q3	$61.7K	Hold	1,300	–	–	﹤0.01%	402
2023 Q2	$67.8K	Hold	1,300	–	–	﹤0.01%	403
2023 Q1	$60.7K	Hold	1,300	–	–	﹤0.01%	387
2022 Q4	$60.3K	Hold	1,300	–	–	﹤0.01%	382
2022 Q3	$52K	Hold	1,300	–	–	﹤0.01%	405
2022 Q2	$60K	Hold	1,300	–	–	﹤0.01%	407
2022 Q1	$73K	Sell	1,300 -700	-35%	-$39.3K	﹤0.01%	415
2021 Q4	$111K	Sell	2,000 -500	-20%	-$27.8K	﹤0.01%	377
2021 Q3	$129K	Sell	2,500 -600	-19%	-$31K	﹤0.01%	355
2021 Q2	$160K	Buy	+3,100	New	+$160K	﹤0.01%	345
2021 Q1	–	Sell	-4,000	Closed	-$178K	–	635
2020 Q4	$178K	Sell	4,000 -500	-11%	-$22.3K	﹤0.01%	287
2020 Q3	$183K	Sell	4,500 -1,000	-18%	-$40.7K	﹤0.01%	267
2020 Q2	$202K	Sell	5,500 -500	-8%	-$18.4K	﹤0.01%	243
2020 Q1	$193K	Sell	6,000 -1,000	-14%	-$32.2K	﹤0.01%	239
2019 Q4	$319K	Hold	7,000	–	–	﹤0.01%	226
2019 Q3	$314K	Sell	7,000 -2,000	-22%	-$89.7K	﹤0.01%	222
2019 Q2	$372K	Sell	9,000 -1,000	-10%	-$41.3K	0.01%	216
2019 Q1	$384K	Hold	10,000	–	–	0.01%	210
2018 Q4	$332K	Hold	10,000	–	–	0.01%	219
2018 Q3	$398K	Hold	10,000	–	–	0.01%	216
2018 Q2	$401K	Hold	10,000	–	–	0.01%	219
2018 Q1	$411K	Hold	10,000	–	–	0.01%	215
2017 Q4	$413K	Hold	10,000	–	–	0.01%	214
2017 Q3	$398K	Hold	10,000	–	–	0.01%	212
2017 Q2	$383K	Hold	10,000	–	–	0.01%	213
2017 Q1	$366K	Hold	10,000	–	–	0.01%	217
2016 Q4	$384K	Hold	10,000	–	–	0.01%	211
2016 Q3	$325K	Hold	10,000	–	–	0.01%	220
2016 Q2	$328K	Buy	+10,000	New	+$328K	0.01%	216