Ifp Advisors, Inc Sun Life Financial Inc Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Sun Life Financial Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 260 shares of SLF stock, worth $15,477. This represents 0.0% of its overall portfolio holdings.

Number of Shares

260

Previous 239 8.79%

Holding current value

$15,477

Previous $13,000 7.69%

% of portfolio

0.0%

Previous 0.0%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$47.48 - $53.96 $997 - $1,133	21 Added 8.79%	260 $12,000
Q1 2024 Jul 30, 2024	SELL	$50.02 - $55.17 $23,759 - $26,205	-475 Reduced 66.53%	239 $13,000
Q4 2023 Jan 09, 2024	BUY	$44.74 - $52.25 $18,522 - $21,631	414 Added 138.0%	714 $37,000
Q3 2023 Oct 12, 2023	SELL	$46.92 - $52.8 $17,735 - $19,958	-378 Reduced 55.75%	300 $14,000
Q2 2023 Aug 04, 2023	BUY	$46.85 - $52.12 $19,864 - $22,098	424 Added 166.93%	678 $35,000
Q1 2023 Apr 18, 2023	SELL	$44.09 - $51.42 $103,435 - $120,631	-2,346 Reduced 90.23%	254 $11,000
Q4 2022 Feb 07, 2023	SELL	$38.99 - $47.44 $21,795 - $26,518	-559 Reduced 17.7%	2,600 $108,000
Q3 2022 Nov 08, 2022	BUY	$39.76 - $48.66 $1,908 - $2,335	48 Added 1.54%	3,159 $131,000
Q2 2022 Sep 06, 2022	BUY	$44.37 - $55.82 $138,035 - $173,656	3,111 New	3,111 $129,000
Q2 2022 Aug 12, 2022	SELL	$44.37 - $55.82 $138,035 - $173,656	-3,111 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$51.02 - $58.25 $145,815 - $166,478	2,858 Added 1129.64%	3,111 $173,000
Q1 2022 Aug 08, 2022	BUY	$51.02 - $58.25 $12,499 - $14,271	245 Added 3062.5%	253 $14,000
Q4 2021 Jan 12, 2022	BUY	$51.46 - $57.63 $411 - $461	8 New	8 $1,000
Q3 2021 Oct 06, 2021	SELL	$49.24 - $53.28 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$50.05 - $54.71 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$44.19 - $51.73 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$38.96 - $45.81 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$36.0 - $43.34 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$30.0 - $39.26 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	SELL	$24.42 - $50.13 $48,107 - $98,756	-1,970 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$42.63 - $46.3 $26,856 - $29,169	-630 Reduced 24.23%	1,970 $90,000
Q3 2019 Nov 07, 2019	BUY	$38.8 - $44.81 $97,970 - $113,145	2,525 Added 3366.67%	2,600 $116,000
Q1 2019 May 15, 2019	SELL	$33.02 - $38.99 $91,630 - $108,197	-2,775 Reduced 97.37%	75 $3,000
Q4 2018 Jan 23, 2019	BUY	$31.92 - $39.99 $1,819 - $2,279	57 Added 2.04%	2,850 $94,000
Q3 2018 Oct 25, 2018	SELL	$38.55 - $40.94 $2,467 - $2,620	-64 Reduced 2.24%	2,793 $0
Q2 2018 Aug 07, 2018	BUY	$39.44 - $43.58 $2,997 - $3,312	76 Added 2.73%	2,857 $0
Q1 2018 Jun 03, 2019	SELL	$40.59 - $44.15 $3,084 - $3,355	-76 Reduced 2.66%	2,781 $115,000
Q1 2018 May 09, 2018	BUY	$40.59 - $44.15 $3,084 - $3,355	76 Added 2.73%	2,857 $0
Q4 2017 Jan 24, 2018	SELL	$38.83 - $41.26 $278,877 - $296,329	-7,182 Reduced 72.09%	2,781 $0
Q3 2017 Oct 30, 2017	SELL	$37.46 - $39.89 $2,846 - $3,031	-76 Reduced 0.76%	9,963 $397,000
Q2 2017 Jun 03, 2019	SELL	N/A	-3,624 Reduced 26.52%	10,039 $359,000
Q4 2016 Jun 03, 2019	BUY	N/A	2,707 Added 24.71%	13,663 $525,000
Q2 2016 Jun 03, 2019	BUY	N/A	10,881 Added 14508.0%	10,956 $360,000
Q1 2016 Jun 03, 2019	BUY	N/A	75	75 $3,000

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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