Arkadios Wealth Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Buy |
7,441
+320
| +4% | +$40.5K | 0.03% | 588 |
|
|
2025
Q1 | $916K | Buy |
7,121
+1,274
| +22% | +$164K | 0.03% | 488 |
|
|
2024
Q4 | $719K | Buy |
5,847
+678
| +13% | +$83.4K | 0.04% | 411 |
|
|
2024
Q3 | $699K | Sell |
5,169
-229
| -4% | -$30.9K | 0.04% | 423 |
|
|
2024
Q2 | $650K | Buy |
5,398
+155
| +3% | +$18.7K | 0.04% | 394 |
|
|
2024
Q1 | $674K | Sell |
5,243
-106
| -2% | -$13.6K | 0.05% | 319 |
|
|
2023
Q4 | $715K | Buy |
5,349
+2,438
| +84% | +$326K | 0.06% | 287 |
|
|
2023
Q3 | $344K | Buy |
2,911
+339
| +13% | +$40.1K | 0.03% | 440 |
|
|
2023
Q2 | $336K | Sell |
2,572
-83
| -3% | -$10.8K | 0.04% | 412 |
|
|
2023
Q1 | $374K | Sell |
2,655
-86
| -3% | -$12.1K | 0.04% | 373 |
|
|
2022
Q4 | $392K | Buy |
2,741
+5
| +0.2% | +$715 | 0.05% | 338 |
|
|
2022
Q3 | $370K | Buy |
2,736
+186
| +7% | +$25.2K | 0.06% | 331 |
|
|
2022
Q2 | $406K | Buy |
2,550
+117
| +5% | +$18.6K | 0.06% | 332 |
|
|
2022
Q1 | $426K | Buy |
2,433
+278
| +13% | +$48.7K | 0.06% | 345 |
|
|
2021
Q4 | $452K | Buy |
2,155
+281
| +15% | +$58.9K | 0.06% | 345 |
|
|
2021
Q3 | $347K | Sell |
1,874
-111
| -6% | -$20.6K | 0.05% | 368 |
|
|
2021
Q2 | $340K | Hold |
1,985
| – | – | 0.04% | 419 |
|
|
2021
Q1 | $297K | Buy |
1,985
+73
| +4% | +$10.9K | 0.05% | 343 |
|
|
2020
Q4 | $290K | Buy |
1,912
+75
| +4% | +$11.4K | 0.06% | 265 |
|
|
2020
Q3 | $268K | Buy |
1,837
+248
| +16% | +$36.2K | 0.13% | 147 |
|
|
2020
Q2 | $216K | Buy |
1,589
+13
| +0.8% | +$1.77K | 0.12% | 151 |
|
|
2020
Q1 | $197K | Sell |
1,576
-110
| -7% | -$13.7K | 0.13% | 147 |
|
|
2019
Q4 | $280K | Buy |
+1,686
| New | +$280K | 0.17% | 123 |
|