Mark Sheptoff Financial Planning’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Hold |
530
| – | – | 0.02% | 213 |
|
|
2025
Q1 | $30.3K | Hold |
530
| – | – | 0.02% | 208 |
|
|
2024
Q4 | $31.5K | Hold |
530
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $30.8K | Hold |
530
| – | – | 0.02% | 210 |
|
|
2024
Q2 | $26K | Hold |
530
| – | – | 0.01% | 236 |
|
|
2024
Q1 | $28.9K | Hold |
530
| – | – | 0.02% | 212 |
|
|
2023
Q4 | $27.5K | Hold |
530
| – | – | 0.02% | 202 |
|
|
2023
Q3 | $25.9K | Hold |
530
| – | – | 0.02% | 194 |
|
|
2023
Q2 | $27.6K | Hold |
530
| – | – | 0.02% | 204 |
|
|
2023
Q1 | $24.8K | Hold |
530
| – | – | 0.01% | 202 |
|
|
2022
Q4 | $24.6K | Hold |
530
| – | – | 0.01% | 200 |
|
|
2022
Q3 | $21K | Hold |
530
| – | – | 0.01% | 206 |
|
|
2022
Q2 | $24K | Hold |
530
| – | – | 0.01% | 210 |
|
|
2022
Q1 | $30K | Buy |
+530
| New | +$30K | 0.02% | 211 |
|