Lowe Wealth Advisors, LLC Sun Life Financial Inc Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,538 shares of SLF stock, worth $89,050. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,538

Previous 1,535 0.2%

Holding current value

$89,050

Previous $75,000 18.67%

% of portfolio

0.04%

Previous 0.03%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	BUY	$47.07 - $58.09 $141 - $174	3 Added 0.2%	1,538 $89,000
Q2 2024 Jul 09, 2024	BUY	$47.48 - $53.96 $94 - $107	2 Added 0.13%	1,535 $75,000
Q1 2024 Apr 08, 2024	BUY	$50.02 - $55.17 $100 - $110	2 Added 0.13%	1,533 $83,000
Q4 2023 Jan 04, 2024	BUY	$44.74 - $52.25 $89 - $104	2 Added 0.13%	1,531 $79,000
Q3 2023 Oct 20, 2023	BUY	$46.92 - $52.8 $93 - $105	2 Added 0.13%	1,529 $74,000
Q2 2023 Jul 06, 2023	BUY	$46.85 - $52.12 $93 - $104	2 Added 0.13%	1,527 $79,000
Q1 2023 Apr 05, 2023	BUY	$44.09 - $51.42 $88 - $102	2 Added 0.13%	1,525 $71,000
Q4 2022 Jan 17, 2023	BUY	$38.99 - $47.44 $8,382 - $10,199	215 Added 16.44%	1,523 $0
Q3 2022 Oct 06, 2022	BUY	$39.76 - $48.66 $79 - $97	2 Added 0.15%	1,308 $52,000
Q2 2022 Jul 07, 2022	BUY	$44.37 - $55.82 $88 - $111	2 Added 0.15%	1,306 $60,000
Q1 2022 Apr 08, 2022	BUY	$51.02 - $58.25 $102 - $116	2 Added 0.15%	1,304 $73,000
Q4 2021 Jan 18, 2022	BUY	$51.46 - $57.63 $51 - $57	1 Added 0.08%	1,302 $73,000
Q3 2021 Oct 05, 2021	BUY	$49.24 - $53.28 $98 - $106	2 Added 0.15%	1,301 $67,000
Q2 2021 Jul 01, 2021	BUY	$50.05 - $54.71 $50 - $54	1 Added 0.08%	1,299 $66,000
Q1 2021 Apr 06, 2021	BUY	$44.19 - $51.73 $88 - $103	2 Added 0.15%	1,298 $66,000
Q3 2020 Oct 16, 2020	BUY	$36.0 - $43.34 $72 - $86	2 Added 0.15%	1,296 $53,000
Q2 2020 Jul 08, 2020	BUY	$30.0 - $39.26 $60 - $78	2 Added 0.15%	1,294 $48,000
Q1 2020 Apr 10, 2020	BUY	$24.42 - $50.13 $48 - $100	2 Added 0.16%	1,292 $41,000
Q4 2019 Jan 15, 2020	BUY	$42.63 - $46.3 $42 - $46	1 Added 0.08%	1,290 $59,000
Q3 2019 Oct 08, 2019	BUY	$38.8 - $44.81 $116 - $134	3 Added 0.23%	1,289 $58,000
Q2 2019 Jul 10, 2019	BUY	$38.86 - $41.53 $38 - $41	1 Added 0.08%	1,286 $53,000
Q1 2019 Apr 08, 2019	SELL	$33.02 - $38.99 $3,268 - $3,860	-99 Reduced 7.15%	1,285 $49,000
Q4 2018 Jan 10, 2019	BUY	$31.92 - $39.99 $63 - $79	2 Added 0.14%	1,384 $46,000
Q3 2018 Oct 30, 2018	BUY	$38.55 - $40.94 $38 - $40	1 Added 0.07%	1,382 $55,000
Q2 2018 Jul 12, 2018	BUY	$39.44 - $43.58 $118 - $130	3 Added 0.22%	1,381 $55,000
Q1 2018 Apr 06, 2018	BUY	$40.59 - $44.15 $40 - $44	1 Added 0.07%	1,378 $57,000
Q4 2017 Jan 18, 2018	BUY	$38.83 - $41.26 $77 - $82	2 Added 0.15%	1,377 $57,000
Q3 2017 Oct 05, 2017	BUY	$37.46 - $39.89 $51,507 - $54,848	1,375	1,375 $55,000

Others Institutions Holding SLF

# of Institutions

436

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 $33.9B
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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Lowe Wealth Advisors, LLC Sun Life Financial Inc Transaction History