Atria Investments’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 | $243K | Sell |
1,919
-1,270
| -40% | -$161K | ﹤0.01% | 1817 |
|
|
2025
Q1 | $410K | Sell |
3,189
-918
| -22% | -$118K | 0.01% | 1458 |
|
|
2024
Q4 | $505K | Sell |
4,107
-2,710
| -40% | -$333K | 0.01% | 1321 |
|
|
2024
Q3 | $921K | Sell |
6,817
-819
| -11% | -$111K | 0.01% | 1010 |
|
|
2024
Q2 | $919K | Sell |
7,636
-884
| -10% | -$106K | 0.01% | 981 |
|
|
2024
Q1 | $1.1M | Sell |
8,520
-1,067
| -11% | -$137K | 0.02% | 915 |
|
|
2023
Q4 | $1.28M | Buy |
9,587
+651
| +7% | +$87K | 0.02% | 789 |
|
|
2023
Q3 | $1.06M | Buy |
8,936
+1,185
| +15% | +$140K | 0.02% | 820 |
|
|
2023
Q2 | $1.01M | Sell |
7,751
-1,107
| -12% | -$144K | 0.02% | 821 |
|
|
2023
Q1 | $1.25M | Buy |
8,858
+954
| +12% | +$134K | 0.02% | 721 |
|
|
2022
Q4 | $1.13M | Sell |
7,904
-3,629
| -31% | -$519K | 0.02% | 719 |
|
|
2022
Q3 | $1.56M | Buy |
11,533
+38
| +0.3% | +$5.14K | 0.03% | 569 |
|
|
2022
Q2 | $1.83M | Buy |
11,495
+224
| +2% | +$35.7K | 0.04% | 533 |
|
|
2022
Q1 | $1.98M | Buy |
11,271
+1,166
| +12% | +$204K | 0.03% | 574 |
|
|
2021
Q4 | $2.12M | Buy |
10,105
+906
| +10% | +$190K | 0.04% | 545 |
|
|
2021
Q3 | $1.7M | Buy |
9,199
+1,372
| +18% | +$254K | 0.03% | 590 |
|
|
2021
Q2 | $1.34M | Buy |
+7,827
| New | +$1.34M | 0.03% | 657 |
|
|
2021
Q1 | – | Sell |
-7,007
| Closed | -$1.07M | – | 749 |
|
|
2020
Q4 | $1.07M | Buy |
+7,007
| New | +$1.07M | 0.03% | 651 |
|
|
2020
Q1 | – | Sell |
-2,632
| Closed | -$395K | – | 1115 |
|
|
2019
Q4 | $395K | Buy |
+2,632
| New | +$395K | 0.01% | 876 |
|