Sun Life Financial shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Sun Life Financial
Tip: Access up to 7 years of quarterly data
All positions including Sun Life Financial held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sun Life Financial by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32k | 530 | 60.03 |
| 2025-06-30 | $35k | 530 | 66.45 |
| 2025-03-31 | $30k | 530 | 57.26 |
| 2024-12-31 | $31k | 530 | 59.34 |
| 2024-09-30 | $31k | 530 | 58.02 |
| 2024-06-30 | $26k | 530 | 48.99 |
| 2024-03-31 | $29k | 530 | 54.58 |
| 2023-12-31 | $28k | 530 | 51.86 |
| 2023-09-30 | $26k | 530 | 48.80 |
| 2023-06-30 | $28k | 530 | 52.12 |
| 2023-03-31 | $25k | 530 | 46.70 |
| 2022-12-31 | $25k | 530 | 46.42 |
| 2022-09-30 | $21k | 530 | 39.62 |
| 2022-06-30 | $24k | 530 | 45.28 |
| 2022-03-31 | $30k | 530 | 56.60 |
More positions owned by Mark Sheptoff Financial Planning
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