Sun Life Financial shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Sun Life Financial
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Quarterly reported holdings in Sun Life Financial by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $289k | 5.0k | 58.02 |
| 2024-06-30 | $244k | 5.0k | 48.99 |
| 2024-03-31 | $272k | 5.0k | 54.58 |
| 2023-12-31 | $259k | 5.0k | 51.86 |
| 2023-09-30 | $243k | 5.0k | 48.80 |
| 2023-06-30 | $260k | 5.0k | 52.12 |
| 2023-03-31 | $233k | 5.0k | 46.70 |
| 2022-12-31 | $231k | 5.0k | 46.42 |
| 2022-09-30 | $240k | 6.1k | 39.64 |
| 2022-06-30 | $289k | 6.1k | 47.74 |
More positions owned by Confluence Wealth Services
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