Allworth Financial’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Sell |
274
-23
| -8% | -$2.91K | ﹤0.01% | 2164 |
|
|
2025
Q1 | $36.3K | Buy |
297
+22
| +8% | +$2.69K | ﹤0.01% | 1715 |
|
|
2024
Q4 | $34.4K | Buy |
275
+20
| +8% | +$2.5K | ﹤0.01% | 1768 |
|
|
2024
Q3 | $34.4K | Buy |
255
+12
| +5% | +$1.62K | ﹤0.01% | 1574 |
|
|
2024
Q2 | $30.8K | Buy |
243
+129
| +113% | +$16.4K | ﹤0.01% | 1609 |
|
|
2024
Q1 | $14.7K | Buy |
114
+50
| +78% | +$6.43K | ﹤0.01% | 1940 |
|
|
2023
Q4 | $8.55K | Sell |
64
-92
| -59% | -$12.3K | ﹤0.01% | 2043 |
|
|
2023
Q3 | $18.5K | Buy |
156
+3
| +2% | +$355 | ﹤0.01% | 1578 |
|
|
2023
Q2 | $20K | Sell |
153
-9
| -6% | -$1.18K | ﹤0.01% | 1540 |
|
|
2023
Q1 | $22.8K | Buy |
162
+34
| +27% | +$4.79K | ﹤0.01% | 1382 |
|
|
2022
Q4 | $18.3K | Buy |
128
+118
| +1,180% | +$16.9K | ﹤0.01% | 1405 |
|
|
2022
Q3 | $1K | Sell |
10
-138
| -93% | -$13.8K | ﹤0.01% | 2504 |
|
|
2022
Q2 | $24K | Buy |
148
+22
| +17% | +$3.57K | ﹤0.01% | 1173 |
|
|
2022
Q1 | $22K | Buy |
126
+61
| +94% | +$10.7K | ﹤0.01% | 1226 |
|
|
2021
Q4 | $14K | Buy |
65
+6
| +10% | +$1.29K | ﹤0.01% | 1274 |
|
|
2021
Q3 | $11K | Buy |
+59
| New | +$11K | ﹤0.01% | 1305 |
|