A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Sun Life Financial Inc stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 5,143 shares of SLF stock, worth $305,905. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,143
Previous 5,143 -0.0%
Holding current value
$305,905
Previous $251,000 18.73%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

BUY
$44.74 - $52.25 $2,058 - $2,403
46 Added 0.9%
5,143 $266,000
Q2 2023

Aug 07, 2023

SELL
$46.85 - $52.12 $46 - $52
-1 Reduced 0.02%
5,097 $265,000
Q4 2022

Feb 13, 2023

BUY
$38.99 - $47.44 $198,771 - $241,849
5,098 New
5,098 $236,000
Q1 2021

Apr 29, 2021

SELL
$44.19 - $51.73 $107,956 - $126,376
-2,443 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$38.96 - $45.81 $95,179 - $111,913
2,443 New
2,443 $109,000

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 $34.9B
  • 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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