Sequoia Financial Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Sell |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $625K | Sell |
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|
2024
Q2 | $555K | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $565K | Buy |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $231K | Buy |
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