Moneta Group Investment Advisors’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 Q1	–	Sell	-6,936	Closed	-$412K	–	702
2024 Q4	$412K	Hold	6,936	–	–	0.01%	457
2024 Q3	$402K	Buy	+6,936	New	+$402K	0.01%	452