A detailed history of Allworth Financial LP transactions in Sun Life Financial Inc stock. As of the latest transaction made, Allworth Financial LP holds 369 shares of SLF stock, worth $21,966. This represents 0.0% of its overall portfolio holdings.

Number of Shares
369
Previous 369 -0.0%
Holding current value
$21,966
Previous $18,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$50.02 - $55.17 $59,373 - $65,486
-1,187 Reduced 76.29%
369 $20,000
Q4 2023

Jan 24, 2024

BUY
$44.74 - $52.25 $1,297 - $1,515
29 Added 1.9%
1,556 $80,000
Q3 2023

Oct 31, 2023

BUY
$46.92 - $52.8 $656 - $739
14 Added 0.93%
1,527 $74,000
Q4 2022

Jan 13, 2023

BUY
$38.99 - $47.44 $8,109 - $9,867
208 Added 15.94%
1,513 $0
Q3 2022

Oct 18, 2022

BUY
$39.76 - $48.66 $2,266 - $2,773
57 Added 4.57%
1,305 $52,000
Q2 2022

Jul 13, 2022

BUY
$44.37 - $55.82 $1,907 - $2,400
43 Added 3.57%
1,248 $57,000
Q4 2021

Jan 21, 2022

SELL
$51.46 - $57.63 $21,664 - $24,262
-421 Reduced 25.89%
1,205 $67,000
Q2 2017

Aug 07, 2017

BUY
N/A
1,626
1,626 $58,000

Others Institutions Holding SLF

About SUN LIFE FINANCIAL INC


  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $34.9B
  • Description
  • Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...
More about SLF
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.