Loring Wolcott & Coolidge Fiduciary Advisors’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 | $67.5K | Hold |
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|
2025
Q2 | $73.1K | Hold |
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|
2025
Q1 | $63.6K | Hold |
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|
2024
Q4 | $64.8K | Hold |
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|
2024
Q3 | $62.4K | Hold |
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|
2024
Q2 | $55.9K | Hold |
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|
2024
Q1 | $56.7K | Sell |
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|
2023
Q4 | $67.4K | Hold |
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|
2023
Q3 | $61.7K | Hold |
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|
2023
Q2 | $67.8K | Hold |
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|
2023
Q1 | $60.7K | Hold |
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|
2022
Q4 | $60.3K | Hold |
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|
2022
Q3 | $52K | Hold |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $73K | Sell |
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|
2021
Q4 | $111K | Sell |
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|
2021
Q3 | $129K | Sell |
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|
2021
Q2 | $160K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $178K | Sell |
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|
2020
Q3 | $183K | Sell |
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|
2020
Q2 | $202K | Sell |
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|
2020
Q1 | $193K | Sell |
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|
2019
Q4 | $319K | Hold |
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|
2019
Q3 | $314K | Sell |
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|
2019
Q2 | $372K | Sell |
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|
2019
Q1 | $384K | Hold |
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|
2018
Q4 | $332K | Hold |
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|
2018
Q3 | $398K | Hold |
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|
2018
Q2 | $401K | Hold |
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|
2018
Q1 | $411K | Hold |
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|
2017
Q4 | $413K | Hold |
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|
2017
Q3 | $398K | Hold |
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|
2017
Q2 | $383K | Hold |
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|
2017
Q1 | $366K | Hold |
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|
2016
Q4 | $384K | Hold |
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|
2016
Q3 | $325K | Hold |
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|
2016
Q2 | $328K | Buy |
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