Private Wealth Management Group’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 | $53K | Hold |
797
| – | – | 0.02% | 164 |
|
|
2025
Q1 | $45.6K | Hold |
797
| – | – | 0.02% | 179 |
|
|
2024
Q4 | $47.3K | Hold |
797
| – | – | 0.02% | 171 |
|
|
2024
Q3 | $46.2K | Hold |
797
| – | – | 0.02% | 170 |
|
|
2024
Q2 | $39K | Hold |
797
| – | – | 0.02% | 182 |
|
|
2024
Q1 | $43.5K | Hold |
797
| – | – | 0.02% | 173 |
|
|
2023
Q4 | $41.3K | Buy |
+797
| New | +$41.3K | 0.02% | 178 |
|