Wealth Enhancement Advisory Services’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
10,444
+224
| +2% | +$14.6K | ﹤0.01% | 1969 |
|
|
2025
Q1 | $585K | Buy |
10,220
+1,645
| +19% | +$94.2K | ﹤0.01% | 1930 |
|
|
2024
Q4 | $509K | Buy |
8,575
+2,099
| +32% | +$125K | ﹤0.01% | 1961 |
|
|
2024
Q3 | $376K | Sell |
6,476
-108
| -2% | -$6.27K | ﹤0.01% | 2007 |
|
|
2024
Q2 | $323K | Buy |
6,584
+58
| +0.9% | +$2.84K | ﹤0.01% | 1930 |
|
|
2024
Q1 | $356K | Sell |
6,526
-266
| -4% | -$14.5K | ﹤0.01% | 1807 |
|
|
2023
Q4 | $352K | Sell |
6,792
-241
| -3% | -$12.5K | ﹤0.01% | 1710 |
|
|
2023
Q3 | $343K | Buy |
+7,033
| New | +$343K | ﹤0.01% | 1649 |
|