SVWAG
Sound View Wealth Advisors Group’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
6,665
-317
| -5% | -$21.1K | 0.03% | 288 |
|
|
2025
Q1 | $400K | Sell |
6,982
-1,909
| -21% | -$109K | 0.03% | 286 |
|
|
2024
Q4 | $528K | Hold |
8,891
| – | – | 0.04% | 254 |
|
|
2024
Q3 | $516K | Buy |
8,891
+1,909
| +27% | +$111K | 0.04% | 251 |
|
|
2024
Q2 | $342K | Hold |
6,982
| – | – | 0.04% | 281 |
|
|
2024
Q1 | $381K | Hold |
6,982
| – | – | 0.04% | 272 |
|
|
2023
Q4 | $362K | Hold |
6,982
| – | – | 0.04% | 280 |
|
|
2023
Q3 | $341K | Buy |
+6,982
| New | +$341K | 0.04% | 271 |
|
|
2023
Q1 | – | Sell |
-6,982
| Closed | -$362K | – | 405 |
|
|
2022
Q4 | $362K | Buy |
+6,982
| New | +$362K | 0.04% | 280 |
|
|
2020
Q1 | – | Sell |
-4,400
| Closed | -$201K | – | 230 |
|
|
2019
Q4 | $201K | Buy |
+4,400
| New | +$201K | 0.06% | 234 |
|