PDS Planning’s Sun Life Financial SLF Stock Holding History

PDS Planning’s Portfolio SLF Stock Details SLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$386K	Sell
2025 Q2	$433K	Buy
2025 Q1	$360K	Buy
2024 Q4	$327K	Buy
2024 Q3	$316K	Buy
2024 Q2	$240K	Sell
2024 Q1	$286K	Buy
2023 Q4	$256K	Buy
2023 Q3	$236K	Buy
2023 Q2	$243K	Buy