Pathstone Holdings’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
$745K Buy
11,218
+265
+2% +$17.6K ﹤0.01% 1536
2025
Q1
$627K Sell
10,953
-52
-0.5% -$2.98K ﹤0.01% 1609
2024
Q4
$653K Sell
11,005
-14
-0.1% -$831 ﹤0.01% 1610
2024
Q3
$639K Buy
11,019
+144
+1% +$8.36K ﹤0.01% 1607
2024
Q2
$533K Buy
10,875
+336
+3% +$16.5K ﹤0.01% 1653
2024
Q1
$575K Sell
10,539
-324
-3% -$17.7K ﹤0.01% 1613
2023
Q4
$563K Buy
+10,863
New +$563K ﹤0.01% 1426