SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,958 Value ($000) $372 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 4,876 Value ($000) $293 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 3,305 Value ($000) $220 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 3,403 Value ($000) $195 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 3,203 Value ($000) $190 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 3,203 Value ($000) $186 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 3,107 Value ($000) $152 Avg Close $50.75 Range $46.91 - $54.55
Q1 2024
Shares 2,883 Value ($000) $157 Avg Close $52.90 Range $49.74 - $55.46
Q4 2023
Shares 2,883 Value ($000) $150 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 2,883 Value ($000) $141 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 2,392 Value ($000) $125 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 3,249 Value ($000) $152 Avg Close $48.14 Range $43.53 - $51.63
Q4 2022
Shares 1,392 Value ($000) $65 Avg Close $44.25 Range $37.96 - $47.89
Q3 2022
Shares 1,401 Value ($000) $56 Avg Close $44.82 Range $39.38 - $48.72
Q2 2022
Shares 1,414 Value ($000) $65 Avg Close $49.82 Range $43.80 - $56.28
Q1 2022
Shares 1,523 Value ($000) $85 Avg Close $55.08 Range $50.74 - $58.49
Q4 2021
Shares 1,392 Value ($000) $78 Avg Close $55.28 Range $50.89 - $57.93
Q3 2021
Shares 1,392 Value ($000) $72 Avg Close $51.43 Range $48.85 - $53.38
Q2 2021
Shares 1,392 Value ($000) $72 Avg Close $52.82 Range $50.05 - $55.07
Q1 2021
Shares 2,267 Value ($000) $114,617 Avg Close $48.97 Range $43.74 - $52.15
Q4 2020
Shares 1,392 Value ($000) $62 Avg Close $43.31 Range $38.53 - $46.23
Q3 2020
Shares 1,392 Value ($000) $57 Avg Close $40.44 Range $35.54 - $43.65
Q2 2020
Shares 1,592 Value ($000) $59 Avg Close $34.37 Range $29.69 - $39.81
Q1 2020
Shares 1,592 Value ($000) $51 Avg Close $42.84 Range $24.37 - $50.13
Q4 2019
Shares 1,592 Value ($000) $72 Avg Close $44.99 Range $42.47 - $47.02
Q3 2019
Shares 1,592 Value ($000) $71 Avg Close $41.78 Range $38.40 - $45.02
Q2 2019
Shares 1,589 Value ($000) $65 Avg Close $40.18 Range $38.61 - $41.76
Q3 2018
Shares 1,200 Value ($000) $48 Avg Close $40.02 Range $38.10 - $41.22