Wealthspire Advisors, LLC Sun Life Financial Inc Transaction History

Wealthspire Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$46.92 - $52.8 $11,401 - $12,830	-243 Reduced 4.26%	5,461 $266,000
Q2 2023 Jul 31, 2023	SELL	$46.85 - $52.12 $26,517 - $29,499	-566 Reduced 9.03%	5,704 $297,000
Q1 2023 May 09, 2023	BUY	$44.09 - $51.42 $58,860 - $68,645	1,335 Added 27.05%	6,270 $292,000
Q4 2022 Feb 13, 2023	BUY	$38.99 - $47.44 $192,415 - $234,116	4,935 New	4,935 $229,000
Q1 2022 May 09, 2022	SELL	$51.02 - $58.25 $201,631 - $230,204	-3,952 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$51.46 - $57.63 $203,369 - $227,753	3,952 New	3,952 $220,000
Q2 2021 Aug 13, 2021	SELL	$50.05 - $54.71 $236,786 - $258,833	-4,731 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$44.19 - $51.73 $1,193 - $1,396	27 Added 0.57%	4,731 $239,000
Q4 2020 Feb 16, 2021	BUY	$38.96 - $45.81 $183,267 - $215,490	4,704 New	4,704 $209,000
Q1 2019 May 08, 2019	SELL	$33.02 - $38.99 $8,486 - $10,020	-257 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$31.92 - $39.99 $8,203 - $10,277	257 New	257 $9,000

459

264M

3.21M

5.28M

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...

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