Pacific Capital Wealth 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 |
-54
| Closed | -$3.2K | – | 319 |
|
|
2024
Q4 | $3.2K | Hold |
54
| – | – | ﹤0.01% | 327 |
|
|
2024
Q3 | $3.13K | Hold |
54
| – | – | ﹤0.01% | 372 |
|
|
2024
Q2 | $2.65K | Hold |
54
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $2.95K | Hold |
54
| – | – | ﹤0.01% | 390 |
|
|
2023
Q4 | $2.8K | Buy |
+54
| New | +$2.8K | ﹤0.01% | 276 |
|