SIA
Schechter Investment Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,054
| Closed | -$241K | – | 681 |
|
|
2024
Q4 | $241K | Sell |
4,054
-566
| -12% | -$33.6K | 0.02% | 532 |
|
|
2024
Q3 | $268K | Sell |
4,620
-67
| -1% | -$3.89K | 0.02% | 517 |
|
|
2024
Q2 | $230K | Buy |
4,687
+166
| +4% | +$8.13K | 0.02% | 532 |
|
|
2024
Q1 | $247K | Buy |
4,521
+365
| +9% | +$19.9K | 0.02% | 538 |
|
|
2023
Q4 | $216K | Sell |
4,156
-41
| -1% | -$2.13K | 0.02% | 545 |
|
|
2023
Q3 | $205K | Sell |
4,197
-501
| -11% | -$24.4K | 0.02% | 545 |
|
|
2023
Q2 | $245K | Buy |
4,698
+400
| +9% | +$20.8K | 0.02% | 534 |
|
|
2023
Q1 | $201K | Buy |
+4,298
| New | +$201K | 0.02% | 623 |
|