Plato Investment Management’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	–	Sell	-1,148	Closed	-$66.4K	–	556
2025 Q1	$66.4K	Sell	1,148 -597	-34%	-$34.5K	0.01%	445
2024 Q4	$104K	Hold	1,745	–	–	0.01%	459
2024 Q3	$101K	Buy	+1,745	New	+$101K	0.01%	426