A detailed history of Steward Partners Investment Advisory, LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,203 shares of SLF stock, worth $190,674. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,203
Previous 3,107 3.09%
Holding current value
$190,674
Previous $152,000 21.71%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$47.07 - $58.09 $4,518 - $5,576
96 Added 3.09%
3,203 $185,000
Q2 2024

Aug 08, 2024

BUY
$47.48 - $53.96 $10,635 - $12,087
224 Added 7.77%
3,107 $152,000
Q3 2023

Nov 13, 2023

BUY
$46.92 - $52.8 $23,037 - $25,924
491 Added 20.53%
2,883 $140,000
Q2 2023

Aug 14, 2023

SELL
$46.85 - $52.12 $40,150 - $44,666
-857 Reduced 26.38%
2,392 $124,000
Q1 2023

May 15, 2023

BUY
$44.09 - $51.42 $81,875 - $95,486
1,857 Added 133.41%
3,249 $151,000
Q4 2022

Feb 15, 2023

SELL
$38.99 - $47.44 $350 - $426
-9 Reduced 0.64%
1,392 $64,000
Q3 2022

Nov 10, 2022

SELL
$39.76 - $48.66 $516 - $632
-13 Reduced 0.92%
1,401 $56,000
Q2 2022

Aug 04, 2022

SELL
$44.37 - $55.82 $4,836 - $6,084
-109 Reduced 7.16%
1,414 $65,000
Q1 2022

May 02, 2022

BUY
$51.02 - $58.25 $6,683 - $7,630
131 Added 9.41%
1,523 $85,000
Q2 2021

Aug 13, 2021

SELL
$50.05 - $54.71 $43,793 - $47,871
-875 Reduced 38.6%
1,392 $72,000
Q1 2021

May 14, 2021

BUY
$44.19 - $51.73 $38,666 - $45,263
875 Added 62.86%
2,267 $114,000
Q3 2020

Oct 30, 2020

SELL
$36.0 - $43.34 $7,200 - $8,668
-200 Reduced 12.56%
1,392 $57,000
Q3 2019

Oct 30, 2019

BUY
$38.8 - $44.81 $116 - $134
3 Added 0.19%
1,592 $71,000
Q2 2019

Jul 25, 2019

BUY
$38.86 - $41.53 $61,748 - $65,991
1,589 New
1,589 $65,000
Q4 2018

Jan 15, 2019

SELL
$31.92 - $39.99 $38,304 - $47,988
-1,200 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
$38.55 - $40.94 $46,260 - $49,128
1,200 New
1,200 $48,000

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
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