Spire Wealth Management’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 | – | Sell |
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|
2025
Q2 | $8.31K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $31K | Hold |
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|
2023
Q4 | $29K | Hold |
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|
2023
Q3 | $27.7K | Hold |
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|
2023
Q2 | $29.6K | Hold |
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|
2023
Q1 | $26.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $63K | Hold |
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|
2021
Q3 | $58K | Hold |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $57K | Buy |
|