Avantax Advisory Services, Inc. Sun Life Financial Inc Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Sun Life Financial Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 12,045 shares of SLF stock, worth $717,038. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,045

Previous 13,150 8.4%

Holding current value

$717,038

Previous $644,000 8.39%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$47.07 - $58.09 $52,012 - $64,189	-1,105 Reduced 8.4%	12,045 $698,000
Q2 2024 Aug 09, 2024	BUY	$47.48 - $53.96 $62,910 - $71,497	1,325 Added 11.21%	13,150 $644,000
Q1 2024 May 08, 2024	SELL	$50.02 - $55.17 $63,775 - $70,341	-1,275 Reduced 9.73%	11,825 $645,000
Q4 2023 Feb 07, 2024	SELL	$44.74 - $52.25 $29,841 - $34,850	-667 Reduced 4.84%	13,100 $679,000
Q3 2023 Nov 07, 2023	BUY	$46.92 - $52.8 $19,894 - $22,387	424 Added 3.18%	13,767 $671,000
Q2 2023 Aug 11, 2023	SELL	$46.85 - $52.12 $281 - $312	-6 Reduced 0.04%	13,343 $695,000
Q1 2023 Apr 28, 2023	BUY	$44.09 - $51.42 $14,108 - $16,454	320 Added 2.46%	13,349 $623,000
Q4 2022 Feb 13, 2023	SELL	$38.99 - $47.44 $2,612 - $3,178	-67 Reduced 0.51%	13,029 $604,000
Q3 2022 Nov 01, 2022	BUY	$39.76 - $48.66 $18,687 - $22,870	470 Added 3.72%	13,096 $521,000
Q2 2022 Aug 02, 2022	BUY	$44.37 - $55.82 $73,654 - $92,661	1,660 Added 15.14%	12,626 $578,000
Q1 2022 Apr 27, 2022	SELL	$51.02 - $58.25 $114,335 - $130,538	-2,241 Reduced 16.97%	10,966 $614,000
Q4 2021 Jan 24, 2022	BUY	$51.46 - $57.63 $1,904 - $2,132	37 Added 0.28%	13,207 $735,000
Q3 2021 Oct 21, 2021	BUY	$49.24 - $53.28 $37,471 - $40,546	761 Added 6.13%	13,170 $677,000
Q2 2021 Jul 29, 2021	BUY	$50.05 - $54.71 $10,610 - $11,598	212 Added 1.74%	12,409 $639,000
Q1 2021 May 13, 2021	BUY	$44.19 - $51.73 $136,458 - $159,742	3,088 Added 33.9%	12,197 $616,000
Q4 2020 Jan 22, 2021	SELL	$38.96 - $45.81 $325,627 - $382,879	-8,358 Reduced 47.85%	9,109 $403,000
Q3 2020 Oct 14, 2020	BUY	$36.0 - $43.34 $415,224 - $499,883	11,534 Added 194.4%	17,467 $710,000
Q2 2020 Aug 06, 2020	BUY	$30.0 - $39.26 $177,990 - $232,929	5,933 New	5,933 $218,000
Q1 2020 Apr 30, 2020	SELL	$24.42 - $50.13 $162,441 - $333,464	-6,652 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$42.63 - $46.3 $11,467 - $12,454	269 Added 4.21%	6,652 $304,000
Q3 2019 Nov 08, 2019	SELL	$38.8 - $44.81 $14,627 - $16,893	-377 Reduced 5.58%	6,383 $285,000
Q2 2019 Aug 06, 2019	BUY	$38.86 - $41.53 $29,650 - $31,687	763 Added 12.72%	6,760 $280,000
Q1 2019 May 13, 2019	BUY	$33.02 - $38.99 $198,020 - $233,823	5,997 New	5,997 $230,000

Others Institutions Holding SLF

# of Institutions

459

Shares Held

264M

Call Options Held

3.21M

Put Options Held

5.28M

View Full List

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

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Avantax Advisory Services, Inc. Sun Life Financial Inc Transaction History