Lowe Wealth 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 | $76.8K | Hold |
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|
2025
Q2 | $85K | Sell |
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|
2025
Q1 | $88.3K | Buy |
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|
2024
Q4 | $91.4K | Buy |
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|
2024
Q3 | $89.2K | Buy |
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|
2024
Q2 | $75.2K | Buy |
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|
2024
Q1 | $83.7K | Buy |
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|
2023
Q4 | $79.4K | Buy |
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|
2023
Q3 | $74.6K | Buy |
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|
2023
Q2 | $79.6K | Buy |
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|
2023
Q1 | $71.2K | Buy |
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|
2022
Q4 | $70.7K | Buy |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $60K | Buy |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | $73K | Buy |
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|
2021
Q3 | $67K | Buy |
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|
2021
Q2 | $67K | Buy |
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|
2021
Q1 | $66K | Buy |
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|
2020
Q4 | $58K | Hold |
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|
2020
Q3 | $53K | Buy |
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|
2020
Q2 | $48K | Buy |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $59K | Buy |
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|
2019
Q3 | $58K | Buy |
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|
2019
Q2 | $53K | Buy |
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|
2019
Q1 | $49K | Sell |
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|
2018
Q4 | $46K | Buy |
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|
2018
Q3 | $55K | Buy |
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|
2018
Q2 | $55K | Buy |
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|
2018
Q1 | $57K | Buy |
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|
2017
Q4 | $57K | Buy |
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|
2017
Q3 | $55K | Buy |
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|
2017
Q2 | $49K | Buy |
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|
2017
Q1 | $50K | Sell |
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|
2016
Q4 | $60K | Buy |
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|
2016
Q3 | $51K | Hold |
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|
2016
Q2 | $52K | Buy |
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|
2016
Q1 | $51K | Buy |
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|
2015
Q4 | $49K | Sell |
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|
2015
Q3 | $54K | Sell |
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|
2015
Q2 | $84K | Buy |
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|
2015
Q1 | $65K | Buy |
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|
2014
Q4 | $75K | Buy |
|