Sound View Wealth Advisors Group’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
Q2 | $443K | Sell |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $528K | Hold |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $342K | Hold |
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|
2024
Q1 | $381K | Hold |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $362K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
|