Dorchester Wealth Management CO Sun Life Financial Inc Transaction History

Dorchester Wealth Management CO

  • $569 Million
  • Q1 2024

A detailed history of Dorchester Wealth Management CO transactions in Sun Life Financial Inc stock. As of the latest transaction made, Dorchester Wealth Management CO holds 40,190 shares of SLF stock, worth $1.97 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
40,190
Previous 39,836 0.89%
Holding current value
$1.97 Million
Previous $2.07 Million 6.2%
% of portfolio
0.39%
Previous 0.38%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$50.02 - $55.17 $17,707 - $19,530
354 Added 0.89%
40,190 $2.19 Million
Q4 2023

Jan 23, 2024
SELL
$44.74 - $52.25 $20,580 - $24,035
-460 Reduced 1.14%
39,836 $2.07 Million
Q3 2023

Oct 24, 2023
SELL
$46.92 - $52.8 $31,858 - $35,851
-679 Reduced 1.66%
40,296 $1.97 Million
Q2 2023

Jul 13, 2023
SELL
$46.85 - $52.12 $101,196 - $112,579
-2,160 Reduced 5.01%
40,975 $2.14 Million
Q1 2023

Apr 26, 2023
BUY
$44.09 - $51.42 $201,491 - $234,989
4,570 Added 11.85%
43,135 $2.01 Million
Q4 2022

Jan 31, 2023
SELL
$38.99 - $47.44 $179,743 - $218,698
-4,610 Reduced 10.68%
38,565 $1.79 Million
Q3 2022

Oct 24, 2022
SELL
$39.76 - $48.66 $3,976 - $4,866
-100 Reduced 0.23%
43,175 $1.72 Million
Q2 2022

Aug 04, 2022
BUY
$44.37 - $55.82 $531,064 - $668,109
11,969 Added 38.23%
43,275 $1.98 Million
Q4 2021

Feb 08, 2022
BUY
$51.46 - $57.63 $5,146 - $5,763
100 Added 0.32%
31,306 $1.74 Million
Q3 2021

Oct 26, 2021
SELL
$49.24 - $53.28 $88,632 - $95,904
-1,800 Reduced 5.45%
31,206 $1.6 Million
Q2 2021

Jul 22, 2021
SELL
$50.05 - $54.71 $90,090 - $98,478
-1,800 Reduced 5.17%
33,006 $1.7 Million
Q1 2021

Apr 20, 2021
SELL
$44.19 - $51.73 $86,965 - $101,804
-1,968 Reduced 5.35%
34,806 $1.76 Million
Q4 2020

Jan 22, 2021
SELL
$38.96 - $45.81 $15,233 - $17,911
-391 Reduced 1.05%
36,774 $1.64 Million
Q3 2020

Oct 19, 2020
SELL
$36.0 - $43.34 $72,684 - $87,503
-2,019 Reduced 5.15%
37,165 $1.51 Million
Q2 2020

Jul 20, 2020
SELL
$30.0 - $39.26 $9,900 - $12,955
-330 Reduced 0.84%
39,184 $1.43 Million
Q1 2020

Apr 16, 2020
SELL
$24.42 - $50.13 $13,894 - $28,523
-569 Reduced 1.42%
39,514 $1.26 Million
Q4 2019

Jan 21, 2020
SELL
$42.63 - $46.3 $37,386 - $40,605
-877 Reduced 2.14%
40,083 $1.83 Million
Q3 2019

Oct 18, 2019
SELL
$38.8 - $44.81 $45,939 - $53,055
-1,184 Reduced 2.81%
40,960 $1.83 Million
Q2 2019

Jul 19, 2019
SELL
$38.86 - $41.53 $120,271 - $128,535
-3,095 Reduced 6.84%
42,144 $1.75 Million
Q1 2019

Apr 17, 2019
SELL
$33.02 - $38.99 $47,086 - $55,599
-1,426 Reduced 3.06%
45,239 $1.74 Million
Q4 2018

Jan 17, 2019
BUY
$31.92 - $39.99 $20,652 - $25,873
647 Added 1.41%
46,665 $1.55 Million
Q3 2018

Oct 16, 2018
BUY
$38.55 - $40.94 $505,891 - $537,255
13,123 Added 39.89%
46,018 $1.83 Million
Q2 2018

Jul 17, 2018
SELL
$39.44 - $43.58 $40,386 - $44,625
-1,024 Reduced 3.02%
32,895 $1.32 Million
Q1 2018

Apr 20, 2018
SELL
$40.59 - $44.15 $3,977 - $4,326
-98 Reduced 0.29%
33,919 $1.39 Million
Q4 2017

Jan 18, 2018
SELL
$38.83 - $41.26 $62,128 - $66,016
-1,600 Reduced 4.49%
34,017 $1.41 Million
Q3 2017

Oct 19, 2017
BUY
$37.46 - $39.89 $1.33 Million - $1.42 Million
35,617
35,617 $1.42 Million

Others Institutions Holding SLF

# of Institutions
445
Shares Held
310M
Call Options Held
3.21M
Put Options Held
4.35M
View Full List

About SUN LIFE FINANCIAL INC

SLF Quotes by TradingView
  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $28.7B
  • 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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