Mark Sheptoff Financial Planning’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 | $31.8K | Hold |
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|
2025
Q2 | $35.2K | Hold |
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|
2025
Q1 | $30.3K | Hold |
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|
2024
Q4 | $31.4K | Hold |
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|
2024
Q3 | $30.8K | Hold |
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|
2024
Q2 | $26K | Hold |
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|
2024
Q1 | $28.9K | Hold |
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|
2023
Q4 | $27.5K | Hold |
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|
2023
Q3 | $25.9K | Hold |
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|
2023
Q2 | $27.6K | Hold |
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|
2023
Q1 | $24.8K | Hold |
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|
2022
Q4 | $24.6K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $30K | Buy |
|