Wambolt & Associates, LLC Sun Life Financial Inc Transaction History

Wambolt & Associates, LLC

  • $366 Million
  • Q3 2024

A detailed history of Wambolt & Associates, LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Wambolt & Associates, LLC holds 3,667 shares of SLF stock, worth $213,272. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,667
Previous 6,630 44.69%
Holding current value
$213,272
Previous $324,000 34.57%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Nov 08, 2024
SELL
$47.07 - $58.09 $139,468 - $172,120
-2,963 Reduced 44.69%
3,667 $212,000
Q2 2024

Aug 07, 2024
SELL
$47.48 - $53.96 $51,990 - $59,086
-1,095 Reduced 14.17%
6,630 $324,000
Q1 2024

Apr 30, 2024
SELL
$50.02 - $55.17 $496,898 - $548,058
-9,934 Reduced 56.25%
7,725 $421,000
Q4 2023

Feb 07, 2024
SELL
$44.74 - $52.25 $215,781 - $252,001
-4,823 Reduced 21.45%
17,659 $915,000
Q3 2023

Nov 06, 2023
SELL
$46.92 - $52.8 $76,667 - $86,275
-1,634 Reduced 6.78%
22,482 $1.1 Million
Q2 2023

Aug 02, 2023
SELL
$46.85 - $52.12 $16,116 - $17,929
-344 Reduced 1.41%
24,116 $1.26 Million
Q1 2023

May 05, 2023
SELL
$44.09 - $51.42 $11,948 - $13,934
-271 Reduced 1.1%
24,460 $1.14 Million
Q4 2022

Jan 31, 2023
BUY
$38.99 - $47.44 $8,226 - $10,009
211 Added 0.86%
24,731 $1.15 Million
Q3 2022

Oct 18, 2022
SELL
$39.76 - $48.66 $5,964 - $7,298
-150 Reduced 0.61%
24,520 $975,000
Q2 2022

Aug 01, 2022
BUY
$44.37 - $55.82 $87,320 - $109,853
1,968 Added 8.67%
24,670 $1.13 Million
Q1 2022

May 10, 2022
BUY
$51.02 - $58.25 $95,815 - $109,393
1,878 Added 9.02%
22,702 $1.27 Million
Q4 2021

Feb 08, 2022
BUY
$51.46 - $57.63 $110,484 - $123,731
2,147 Added 11.5%
20,824 $1.16 Million
Q3 2021

Oct 20, 2021
BUY
$49.24 - $53.28 $95,180 - $102,990
1,933 Added 11.54%
18,677 $961,000
Q2 2021

Aug 13, 2021
BUY
$50.05 - $54.71 $187,136 - $204,560
3,739 Added 28.75%
16,744 $867,000
Q1 2021

Apr 19, 2021
BUY
$44.19 - $51.73 $171,810 - $201,126
3,888 Added 42.65%
13,005 $664,000
Q4 2020

Jan 19, 2021
BUY
$38.96 - $45.81 $35,882 - $42,191
921 Added 11.24%
9,117 $405,000
Q3 2020

Nov 04, 2020
BUY
$36.0 - $43.34 $27,432 - $33,025
762 Added 10.25%
8,196 $334,000
Q2 2020

Jul 23, 2020
BUY
$30.0 - $39.26 $930 - $1,217
31 Added 0.42%
7,434 $273,000
Q1 2020

May 11, 2020
SELL
$24.42 - $50.13 $10,818 - $22,207
-443 Reduced 5.65%
7,403 $238,000
Q4 2019

Feb 10, 2020
BUY
$42.63 - $46.3 $50,857 - $55,235
1,193 Added 17.93%
7,846 $358,000
Q3 2019

Oct 15, 2019
SELL
$38.8 - $44.81 $10,941 - $12,636
-282 Reduced 4.07%
6,653 $298,000
Q2 2019

Jul 26, 2019
BUY
$38.86 - $41.53 $269,494 - $288,010
6,935 New
6,935 $287,000

Others Institutions Holding SLF

# of Institutions
461
Shares Held
264M
Call Options Held
3.21M
Put Options Held
5.28M
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 $34.1B
  • 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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