PFA
Pathway Financial Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
4,339
| – | – | 0.04% | 108 |
|
|
2025
Q1 | $248K | Hold |
4,339
| – | – | 0.04% | 147 |
|
|
2024
Q4 | $257K | Hold |
4,339
| – | – | 0.06% | 137 |
|
|
2024
Q3 | $252K | Hold |
4,339
| – | – | 0.06% | 140 |
|
|
2024
Q2 | $213K | Hold |
4,339
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $237K | Hold |
4,339
| – | – | 0.06% | 143 |
|
|
2023
Q4 | $225K | Hold |
4,339
| – | – | 0.07% | 142 |
|
|
2023
Q3 | $212K | Hold |
4,339
| – | – | 0.07% | 125 |
|
|
2023
Q2 | $226K | Hold |
4,339
| – | – | 0.07% | 115 |
|
|
2023
Q1 | $203K | Hold |
4,339
| – | – | 0.07% | 126 |
|
|
2022
Q4 | $201K | Buy |
+4,339
| New | +$201K | 0.06% | 122 |
|
|
2022
Q2 | – | Sell |
-4,339
| Closed | -$242K | – | 146 |
|
|
2022
Q1 | $242K | Hold |
4,339
| – | – | 0.09% | 124 |
|
|
2021
Q4 | $246K | Buy |
+4,339
| New | +$246K | 0.09% | 120 |
|
|
2021
Q1 | $234K | Hold |
4,339
| – | – | 0.09% | 110 |
|
|
2020
Q4 | $209K | Buy |
+4,339
| New | +$209K | 0.09% | 109 |
|
|
2020
Q1 | – | Sell |
-4,339
| Closed | -$210K | – | 119 |
|
|
2019
Q4 | $210K | Hold |
4,339
| – | – | 0.06% | 122 |
|
|
2019
Q3 | $201K | Buy |
+4,339
| New | +$201K | 0.06% | 107 |
|