Pinnacle Wealth Planning Services’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $126K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $298K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $267K | Buy |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $237K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $109K | Buy |
|