A detailed history of Jfs Wealth Advisors, LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 194 shares of SLF stock, worth $11,845. This represents 0.0% of its overall portfolio holdings.

Number of Shares
194
Previous 153 26.8%
Holding current value
$11,845
Previous $7,000 57.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$47.07 - $58.09 $1,929 - $2,381
41 Added 26.8%
194 $11,000
Q2 2024

Jul 15, 2024

BUY
$47.48 - $53.96 $617 - $701
13 Added 9.29%
153 $7,000
Q1 2024

Apr 30, 2024

BUY
$50.02 - $55.17 $50 - $55
1 Added 0.72%
140 $7,000
Q3 2023

Nov 02, 2023

SELL
$46.92 - $52.8 $422 - $475
-9 Reduced 6.08%
139 $6,000
Q2 2023

Aug 07, 2023

BUY
$46.85 - $52.12 $234 - $260
5 Added 3.5%
148 $7,000
Q1 2023

Apr 19, 2023

BUY
$44.09 - $51.42 $396 - $462
9 Added 6.72%
143 $6,000
Q4 2022

Feb 13, 2023

BUY
$38.99 - $47.44 $467 - $569
12 Added 9.84%
134 $6,000
Q3 2022

Oct 21, 2022

BUY
$39.76 - $48.66 $1,192 - $1,459
30 Added 32.61%
122 $5,000
Q2 2022

Aug 02, 2022

SELL
$44.37 - $55.82 $1,109 - $1,395
-25 Reduced 21.37%
92 $4,000
Q1 2022

May 02, 2022

BUY
$51.02 - $58.25 $4,132 - $4,718
81 Added 225.0%
117 $7,000
Q4 2021

Feb 03, 2022

BUY
$51.46 - $57.63 $1,852 - $2,074
36 New
36 $2,000

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 $35.8B
  • 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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