A detailed history of Beacon Pointe Advisors, LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 6,459 shares of SLF stock, worth $365,966. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,459
Previous 4,655 38.75%
Holding current value
$365,966
Previous $270,000 41.85%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$55.43 - $62.69 $99,995 - $113,092
1,804 Added 38.75%
6,459 $383,000
Q3 2024

Nov 14, 2024

SELL
$47.07 - $58.09 $2,165 - $2,672
-46 Reduced 0.98%
4,655 $270,000
Q2 2024

Aug 12, 2024

SELL
$47.48 - $53.96 $87,030 - $98,908
-1,833 Reduced 28.05%
4,701 $230,000
Q1 2024

May 14, 2024

BUY
$50.02 - $55.17 $1,800 - $1,986
36 Added 0.55%
6,534 $356,000
Q4 2023

Feb 08, 2024

SELL
$44.74 - $52.25 $12,079 - $14,107
-270 Reduced 3.99%
6,498 $336,000
Q3 2023

Nov 14, 2023

BUY
$46.92 - $52.8 $56,491 - $63,571
1,204 Added 21.64%
6,768 $330,000
Q2 2023

Aug 11, 2023

SELL
$46.85 - $52.12 $655 - $729
-14 Reduced 0.25%
5,564 $289,000
Q1 2023

May 12, 2023

BUY
$44.09 - $51.42 $245,934 - $286,820
5,578 New
5,578 $260,000

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 $33.2B
  • 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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