Schechter Investment Advisors’s Sun Life Financial SLF Stock Holding History

Schechter Investment Advisors’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
2025 Q1	–	Sell
2024 Q4	$241K	Sell
2024 Q3	$268K	Sell
2024 Q2	$230K	Buy
2024 Q1	$247K	Buy
2023 Q4	$216K	Sell
2023 Q3	$205K	Sell
2023 Q2	$245K	Buy
2023 Q1	$201K	Buy