Orion Portfolio Solutions’s Sun Life Financial SLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$657K Sell
11,482
-281
-2% -$16.1K 0.01% 1279
2024
Q4
$698K Buy
11,763
+423
+4% +$25.1K 0.01% 1220
2024
Q3
$658K Buy
11,340
+154
+1% +$8.94K 0.01% 1227
2024
Q2
$548K Sell
11,186
-445
-4% -$21.8K 0.01% 1242
2024
Q1
$635K Sell
11,631
-198
-2% -$10.8K 0.01% 1175
2023
Q4
$609K Sell
11,829
-598
-5% -$30.8K 0.01% 1136
2023
Q3
$606K Sell
12,427
-24
-0.2% -$1.17K 0.01% 1134
2023
Q2
$649K Sell
12,451
-613
-5% -$31.9K 0.01% 1113
2023
Q1
$610K Buy
+13,064
New +$610K 0.01% 1072
2020
Q1
Sell
-1
Closed 2266
2019
Q4
$0 Buy
+1
New ﹤0.01% 1935