Wealthspire Advisors (New York)’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 | $208K | Buy |
+3,124
| New | +$208K | ﹤0.01% | 784 |
|
|
2023
Q4 | – | Sell |
-5,461
| Closed | -$266K | – | 655 |
|
|
2023
Q3 | $266K | Sell |
5,461
-243
| -4% | -$11.9K | ﹤0.01% | 506 |
|
|
2023
Q2 | $297K | Sell |
5,704
-566
| -9% | -$29.5K | ﹤0.01% | 459 |
|
|
2023
Q1 | $293K | Buy |
6,270
+1,335
| +27% | +$62.3K | 0.01% | 448 |
|
|
2022
Q4 | $229K | Buy |
+4,935
| New | +$229K | ﹤0.01% | 514 |
|
|
2022
Q1 | – | Sell |
-3,952
| Closed | -$220K | – | 536 |
|
|
2021
Q4 | $220K | Buy |
+3,952
| New | +$220K | ﹤0.01% | 497 |
|
|
2021
Q2 | – | Sell |
-4,731
| Closed | -$239K | – | 611 |
|
|
2021
Q1 | $239K | Buy |
4,731
+27
| +0.6% | +$1.36K | 0.01% | 624 |
|
|
2020
Q4 | $209K | Buy |
+4,704
| New | +$209K | 0.01% | 541 |
|
|
2019
Q1 | – | Sell |
-257
| Closed | -$9K | – | 671 |
|
|
2018
Q4 | $9K | Buy |
+257
| New | +$9K | ﹤0.01% | 534 |
|