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Richardson Financial Services’s Sun Life Financial SLF Stock Holding History

Richardson Financial Services’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-397
Closed -$21.7K – 622
2024
Q1 		$21.7K Buy
+397
New +$21K 0.02% 338

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Manulife (Manufacturers Life Insurance)
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Richardson Financial Services's SLF Position: Q2 2024 in Review

Richardson Financial Services sold out of Sun Life Financial (SLF) in Q2 2024, closing a stake of 397 shares — an estimated $21.7K sold.

Richardson Financial Services first reported a position in SLF in Q1 2024 and held it in 1 quarter. The position peaked at $21.7K in Q1 2024. 395 funds tracked by Wall St. Rank hold SLF as of Q2 2024.

  • Richardson Financial Services reported no remaining Sun Life Financial position as of Q2 2024 after selling out during the quarter.
  • Richardson Financial Services sold 397 Sun Life Financial shares in Q2 2024, an estimated $21.7K.
  • Richardson Financial Services first reported a position in Sun Life Financial in Q1 2024 and held it in 1 quarter.
  • Richardson Financial Services's Sun Life Financial position peaked at $21.7K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2024.

Based on Richardson Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.