Summit Trail Advisors’s Sun Life Financial SLF Stock Holding History

Summit Trail Advisors’s Portfolio SLF Stock Details SLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$272K	Buy
2024 Q1	–	Sell
2023 Q4	$217K	Hold
2023 Q3	$204K	Sell
2023 Q2	$228K	Buy
2018 Q1	–	Sell
2017 Q4	$2K	Buy