Global Retirement Partners, LLC Sun Life Financial Inc Transaction History

Global Retirement Partners, LLC

$3.15 Billion
Q2 2024

A detailed history of Global Retirement Partners, LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Global Retirement Partners, LLC holds 392 shares of SLF stock, worth $22,300. This represents 0.0% of its overall portfolio holdings.

Number of Shares

392

Previous 3,921 90.0%

Holding current value

$22,300

Previous $214,000 91.12%

% of portfolio

0.0%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$47.48 - $53.96 $167,556 - $190,424	-3,529 Reduced 90.0%	392 $19,000
Q1 2024 Apr 23, 2024	BUY	$50.02 - $55.17 $176,670 - $194,860	3,532 Added 907.97%	3,921 $214,000
Q4 2023 Jan 18, 2024	BUY	$44.74 - $52.25 $89 - $104	2 Added 0.52%	389 $20,000
Q3 2023 Oct 13, 2023	BUY	$46.92 - $52.8 $46 - $52	1 Added 0.26%	387 $18,000
Q2 2023 Jul 20, 2023	BUY	$46.85 - $52.12 $93 - $104	2 Added 0.52%	386 $20,000
Q1 2023 May 05, 2023	BUY	$44.09 - $51.42 $176 - $205	4 Added 1.05%	384 $17,000
Q4 2022 Feb 13, 2023	BUY	$38.99 - $47.44 $77 - $94	2 Added 0.53%	380 $17,000
Q3 2022 Nov 03, 2022	SELL	$39.76 - $48.66 $3,657 - $4,476	-92 Reduced 19.57%	378 $16,000
Q2 2022 Jul 15, 2022	SELL	$44.37 - $55.82 $11,092 - $13,955	-250 Reduced 34.72%	470 $22,000
Q1 2022 Jul 14, 2022	BUY	$51.02 - $58.25 $36,734 - $41,940	720 New	720 $35,000
Q4 2021 Jan 21, 2022	SELL	$51.46 - $57.63 $19,194 - $21,495	-373 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$49.24 - $53.28 $49 - $53	1 Added 0.27%	373 $19,000
Q1 2021 Apr 14, 2021	BUY	$44.19 - $51.73 $44 - $51	1 Added 0.27%	372 $19,000
Q4 2020 Jan 13, 2021	SELL	$38.96 - $45.81 $3,350 - $3,939	-86 Reduced 18.82%	371 $16,000
Q3 2020 Oct 09, 2020	BUY	$36.0 - $43.34 $36 - $43	1 Added 0.22%	457 $19,000
Q2 2020 Jul 13, 2020	BUY	$30.0 - $39.26 $30 - $39	1 Added 0.22%	456 $17,000
Q1 2020 Apr 28, 2020	BUY	$24.42 - $50.13 $24 - $50	1 Added 0.22%	455 $15,000
Q4 2019 Jan 23, 2020	BUY	$42.63 - $46.3 $42 - $46	1 Added 0.22%	454 $21,000
Q3 2019 Nov 19, 2019	SELL	$38.8 - $44.81 $3,104 - $3,584	-80 Reduced 15.01%	453 $20,000
Q2 2019 Nov 19, 2019	BUY	$38.86 - $41.53 $38 - $41	1 Added 0.19%	533 $22,000
Q1 2019 May 07, 2019	SELL	$33.02 - $38.99 $6,868 - $8,109	-208 Reduced 28.11%	532 $20,000
Q4 2018 Feb 22, 2019	BUY	$31.92 - $39.99 $31 - $39	1 Added 0.14%	740 $25,000
Q3 2018 Oct 17, 2018	BUY	$38.55 - $40.94 $115 - $122	3 Added 0.41%	739 $29,000
Q2 2018 Aug 13, 2018	BUY	$39.44 - $43.58 $118 - $130	3 Added 0.41%	736 $30,000
Q3 2017 Aug 10, 2018	BUY	$37.46 - $39.89 $11,837 - $12,605	316 Added 75.78%	733 $29,000
Q4 2016 Aug 10, 2018	BUY	N/A	417	417 $16,000

Others Institutions Holding SLF

# of Institutions

435

Shares Held

269M

Call Options Held

3.85M

Put Options Held

5.14M

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 $33.3B
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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Global Retirement Partners, LLC Sun Life Financial Inc Transaction History