A detailed history of Creative Planning transactions in Sun Life Financial Inc stock. As of the latest transaction made, Creative Planning holds 48,558 shares of SLF stock, worth $2.86 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
48,558
Previous 47,968 1.23%
Holding current value
$2.86 Million
Previous $2.35 Million 19.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$47.07 - $58.09 $27,771 - $34,273
590 Added 1.23%
48,558 $2.82 Million
Q2 2024

Aug 15, 2024

BUY
$47.48 - $53.96 $572,086 - $650,164
12,049 Added 33.54%
47,968 $2.35 Million
Q1 2024

May 10, 2024

BUY
$50.02 - $55.17 $142,206 - $156,848
2,843 Added 8.6%
35,919 $1.96 Million
Q4 2023

Feb 14, 2024

BUY
$44.74 - $52.25 $100,575 - $117,458
2,248 Added 7.29%
33,076 $1.72 Million
Q3 2023

Nov 16, 2023

SELL
$46.92 - $52.8 $151,270 - $170,227
-3,224 Reduced 9.47%
30,828 $1.5 Million
Q2 2023

Jul 21, 2023

BUY
$46.85 - $52.12 $580,565 - $645,871
12,392 Added 57.21%
34,052 $1.77 Million
Q1 2023

May 15, 2023

BUY
$44.09 - $51.42 $235,749 - $274,942
5,347 Added 32.78%
21,660 $1.01 Million
Q4 2022

Feb 10, 2023

BUY
$38.99 - $47.44 $78,720 - $95,781
2,019 Added 14.12%
16,313 $757,000
Q3 2022

Nov 03, 2022

BUY
$39.76 - $48.66 $189,297 - $231,670
4,761 Added 49.94%
14,294 $568,000
Q2 2022

Aug 15, 2022

BUY
$44.37 - $55.82 $67,531 - $84,958
1,522 Added 19.0%
9,533 $437,000
Q1 2022

May 16, 2022

BUY
$51.02 - $58.25 $23,622 - $26,969
463 Added 6.13%
8,011 $447,000
Q4 2021

Feb 11, 2022

SELL
$51.46 - $57.63 $22,642 - $25,357
-440 Reduced 5.51%
7,548 $420,000
Q3 2021

Nov 10, 2021

BUY
$49.24 - $53.28 $25,506 - $27,599
518 Added 6.93%
7,988 $411,000
Q2 2021

Aug 04, 2021

SELL
$50.05 - $54.71 $209,609 - $229,125
-4,188 Reduced 35.92%
7,470 $385,000
Q1 2021

Apr 30, 2021

BUY
$44.19 - $51.73 $60,584 - $70,921
1,371 Added 13.33%
11,658 $589,000
Q4 2020

Jan 29, 2021

SELL
$38.96 - $45.81 $158,138 - $185,942
-4,059 Reduced 28.29%
10,287 $457,000
Q3 2020

Nov 05, 2020

BUY
$36.0 - $43.34 $183,456 - $220,860
5,096 Added 55.09%
14,346 $584,000
Q2 2020

Jul 23, 2020

BUY
$30.0 - $39.26 $40,020 - $52,372
1,334 Added 16.85%
9,250 $340,000
Q1 2020

May 05, 2020

SELL
$24.42 - $50.13 $1,001 - $2,055
-41 Reduced 0.52%
7,916 $254,000
Q3 2019

Nov 01, 2019

SELL
$38.8 - $44.81 $2,056 - $2,374
-53 Reduced 0.66%
7,957 $357,000
Q2 2019

Jul 26, 2019

BUY
$38.86 - $41.53 $21,489 - $22,966
553 Added 7.42%
8,010 $331,000
Q1 2019

Apr 24, 2019

SELL
$33.02 - $38.99 $146,146 - $172,569
-4,426 Reduced 37.25%
7,457 $286,000
Q4 2018

Feb 01, 2019

SELL
$31.92 - $39.99 $1,276 - $1,599
-40 Reduced 0.34%
11,883 $394,000
Q3 2018

Oct 25, 2018

BUY
$38.55 - $40.94 $1,310 - $1,391
34 Added 0.29%
11,923 $474,000
Q2 2018

Jul 20, 2018

BUY
$39.44 - $43.58 $1,262 - $1,394
32 Added 0.27%
11,889 $477,000
Q1 2018

Apr 18, 2018

SELL
$40.59 - $44.15 $1,907 - $2,075
-47 Reduced 0.39%
11,857 $488,000
Q4 2017

Jan 17, 2018

BUY
$38.83 - $41.26 $39,994 - $42,497
1,030 Added 9.47%
11,904 $491,000
Q3 2017

Oct 17, 2017

BUY
$37.46 - $39.89 $407,340 - $433,763
10,874
10,874 $433,000

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 $34.5B
  • 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 Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.