Sun Life Financial shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Sun Life Financial
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Quarterly reported holdings in Sun Life Financial by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $61 | 1 | 61.00 |
| 2025-09-30 | $1.2k | 20 | 59.95 |
| 2025-06-30 | $1.3k | 20 | 66.35 |
| 2025-03-31 | $1.1k | 20 | 57.15 |
| 2024-12-31 | $1.2k | 20 | 59.25 |
| 2024-09-30 | $1.2k | 20 | 57.95 |
| 2024-06-30 | $978 | 20 | 48.90 |
| 2024-03-31 | $1.1k | 20 | 54.50 |
| 2023-12-31 | $1.0k | 20 | 51.80 |
| 2023-09-30 | $975 | 20 | 48.75 |
| 2023-06-30 | $1.0k | 20 | 50.95 |
| 2023-03-31 | $980 | 20 | 49.00 |
| 2022-12-31 | $1.0k | 20 | 50.00 |
| 2022-09-30 | $1.0k | 20 | 50.00 |
| 2022-06-30 | $1.0k | 20 | 50.00 |
| 2022-03-31 | $1.0k | 20 | 50.00 |