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
Q4 | – | Sell |
-1,100
| Closed | -$67.5K | – | 553 |
|
|
2025
Q3 | $67.5K | Hold |
1,100
| – | – | ﹤0.01% | 408 |
|
|
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% | -$10.6K | ﹤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% | -$38.6K | ﹤0.01% | 415 |
|
|
2021
Q4 | $111K | Sell |
2,000
-500
| -20% | -$27.6K | ﹤0.01% | 377 |
|
|
2021
Q3 | $129K | Sell |
2,500
-600
| -19% | -$30.9K | ﹤0.01% | 355 |
|
|
2021
Q2 | $160K | Buy |
+3,100
| New | +$164K | ﹤0.01% | 345 |
|
|
2021
Q1 | – | Sell |
-4,000
| Closed | -$178K | – | 634 |
|
|
2020
Q4 | $178K | Sell |
4,000
-500
| -11% | -$21.7K | ﹤0.01% | 287 |
|
|
2020
Q3 | $183K | Sell |
4,500
-1,000
| -18% | -$40.4K | ﹤0.01% | 267 |
|
|
2020
Q2 | $202K | Sell |
5,500
-500
| -8% | -$17.2K | ﹤0.01% | 243 |
|
|
2020
Q1 | $193K | Sell |
6,000
-1,000
| -14% | -$42.8K | ﹤0.01% | 239 |
|
|
2019
Q4 | $319K | Hold |
7,000
| – | – | ﹤0.01% | 226 |
|
|
2019
Q3 | $314K | Sell |
7,000
-2,000
| -22% | -$83.6K | ﹤0.01% | 222 |
|
|
2019
Q2 | $372K | Sell |
9,000
-1,000
| -10% | -$40.2K | 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 | +$335K | 0.01% | 216 |
|
Other funds holding SLF
Loring Wolcott & Coolidge Fiduciary Advisors's SLF Position: Q4 2025 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Sun Life Financial (SLF) in Q4 2025, closing a stake of 1,100 shares — an estimated $67.5K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SLF in Q2 2016 and held it in 37 quarters. The position peaked at $413K in Q4 2017. 440 funds tracked by Wall St. Rank hold SLF as of Q4 2025.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Sun Life Financial position as of Q4 2025 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 1,100 Sun Life Financial shares in Q4 2025, an estimated $67.5K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sun Life Financial in Q2 2016 and held it in 37 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Sun Life Financial position peaked at $413K in Q4 2017.
- 440 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2025.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.