ACA
Aptus Capital Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,206
| Closed | -$428K | – | 1178 |
|
|
2023
Q4 | $428K | Sell |
3,206
-242
| -7% | -$32.3K | 0.01% | 404 |
|
|
2023
Q3 | $408K | Buy |
3,448
+772
| +29% | +$91.4K | 0.01% | 423 |
|
|
2023
Q2 | $349K | Sell |
2,676
-307
| -10% | -$40.1K | 0.01% | 367 |
|
|
2023
Q1 | $423K | Buy |
2,983
+1,203
| +68% | +$171K | 0.01% | 337 |
|
|
2022
Q4 | $255K | Sell |
1,780
-26,288
| -94% | -$3.76M | 0.01% | 430 |
|
|
2022
Q3 | $3.8M | Buy |
28,068
+675
| +2% | +$91.4K | 0.09% | 126 |
|
|
2022
Q2 | $4.37M | Buy |
27,393
+6,367
| +30% | +$1.02M | 0.11% | 107 |
|
|
2022
Q1 | $3.69M | Buy |
21,026
+2,916
| +16% | +$511K | 0.09% | 115 |
|
|
2021
Q4 | $3.8M | Buy |
18,110
+6,488
| +56% | +$1.36M | 0.11% | 107 |
|
|
2021
Q3 | $2.15M | Buy |
11,622
+4,318
| +59% | +$799K | 0.06% | 138 |
|
|
2021
Q2 | $1.25M | Buy |
7,304
+648
| +10% | +$111K | 0.04% | 188 |
|
|
2021
Q1 | $999K | Buy |
+6,656
| New | +$999K | 0.04% | 192 |
|
|
2019
Q1 | – | Sell |
-3,520
| Closed | -$358K | – | 312 |
|
|
2018
Q4 | $358K | Buy |
+3,520
| New | +$358K | 0.09% | 72 |
|