Advisornet Financial’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-117
| Closed | -$15.1K | – | 2352 |
|
|
2025
Q3 | $15.1K | Hold |
117
| – | – | ﹤0.01% | 1398 |
|
|
2025
Q2 | $14.8K | Sell |
117
-50
| -30% | -$6.2K | ﹤0.01% | 1365 |
|
|
2025
Q1 | $21.5K | Sell |
167
-238
| -59% | -$30.4K | ﹤0.01% | 1168 |
|
|
2024
Q4 | $49.8K | Buy |
405
+3
| +0.7% | +$384 | ﹤0.01% | 886 |
|
|
2024
Q3 | $54.3K | Sell |
402
-168
| -29% | -$22.1K | ﹤0.01% | 883 |
|
|
2024
Q2 | $68.6K | Sell |
570
-1,150
| -67% | -$137K | 0.01% | 731 |
|
|
2024
Q1 | $221K | Sell |
1,720
-190
| -10% | -$24.7K | 0.02% | 451 |
|
|
2023
Q4 | $255K | Buy |
1,910
+40
| +2% | +$4.82K | 0.02% | 429 |
|
|
2023
Q3 | $221K | Sell |
1,870
-817
| -30% | -$104K | 0.02% | 439 |
|
|
2023
Q2 | $351K | Sell |
2,687
-202
| -7% | -$27K | 0.03% | 374 |
|
|
2023
Q1 | $407K | Sell |
2,889
-95
| -3% | -$13.9K | 0.04% | 329 |
|
|
2022
Q4 | $427K | Sell |
2,984
-7
| -0.2% | -$956 | 0.04% | 320 |
|
|
2022
Q3 | $405K | Sell |
2,991
-19
| -0.6% | -$3K | 0.04% | 359 |
|
|
2022
Q2 | $480K | Buy |
3,010
+100
| +3% | +$16.8K | 0.05% | 322 |
|
|
2022
Q1 | $510K | Buy |
2,910
+134
| +5% | +$24.9K | 0.03% | 365 |
|
|
2021
Q4 | $583K | Buy |
2,776
+180
| +7% | +$35.5K | 0.04% | 370 |
|
|
2021
Q3 | $481K | Hold |
2,596
| – | – | 0.03% | 372 |
|
|
2021
Q2 | $445K | Hold |
2,596
| – | – | 0.03% | 403 |
|
|
2021
Q1 | $390K | Buy |
2,596
+150
| +6% | +$22.1K | 0.03% | 408 |
|
|
2020
Q4 | $372K | Buy |
2,446
+200
| +9% | +$28.9K | 0.03% | 382 |
|
|
2020
Q3 | $316K | Sell |
2,246
-79
| -3% | -$11.3K | 0.03% | 414 |
|
|
2020
Q2 | $315K | Buy |
2,325
+1,295
| +126% | +$172K | 0.03% | 421 |
|
|
2020
Q1 | $129K | Sell |
1,030
-150
| -13% | -$22.7K | 0.01% | 558 |
|
|
2019
Q4 | $177K | Buy |
1,180
+50
| +4% | +$7.79K | 0.02% | 530 |
|
|
2019
Q3 | $168K | Buy |
1,130
+228
| +25% | +$32.2K | 0.02% | 548 |
|
|
2019
Q2 | $116K | Buy |
902
+702
| +351% | +$87.2K | 0.01% | 565 |
|
|
2019
Q1 | $24K | Buy |
+200
| New | +$22.2K | ﹤0.01% | 950 |
|
Other funds holding SUI
