B. Riley Wealth Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,752
| Closed | -$209K | – | 1590 |
|
|
2024
Q1 | $209K | Buy |
1,752
+234
| +15% | +$30.4K | 0.01% | 1253 |
|
|
2023
Q4 | $204K | Sell |
1,518
-234
| -13% | -$28.2K | 0.01% | 1252 |
|
|
2023
Q3 | $209K | Buy |
+1,752
| New | +$222K | 0.01% | 1253 |
|
|
2023
Q2 | – | Sell |
-1,725
| Closed | -$245K | – | 1643 |
|
|
2023
Q1 | $245K | Buy |
1,725
+222
| +15% | +$32.4K | 0.01% | 1184 |
|
|
2022
Q4 | $216K | Sell |
1,503
-221
| -13% | -$30.2K | 0.01% | 1212 |
|
|
2022
Q3 | $235K | Buy |
1,724
+246
| +17% | +$38.9K | 0.01% | 1150 |
|
|
2022
Q2 | $237K | Buy |
1,478
+14
| +1% | +$2.35K | 0.01% | 973 |
|
|
2022
Q1 | $258K | Buy |
1,464
+123
| +9% | +$22.9K | 0.01% | 1084 |
|
|
2021
Q4 | $282K | Buy |
1,341
+67
| +5% | +$13.2K | 0.01% | 1110 |
|
|
2021
Q3 | $236K | Sell |
1,274
-96
| -7% | -$18.5K | 0.01% | 1162 |
|
|
2021
Q2 | $235K | Sell |
1,370
-203
| -13% | -$33.7K | 0.01% | 1145 |
|
|
2021
Q1 | $237K | Sell |
1,573
-138
| -8% | -$20.4K | 0.01% | 1109 |
|
|
2020
Q4 | $261K | Sell |
1,711
-1,280
| -43% | -$185K | 0.01% | 832 |
|
|
2020
Q3 | $418K | Buy |
2,991
+1,025
| +52% | +$147K | 0.02% | 601 |
|
|
2020
Q2 | $269K | Sell |
1,966
-307
| -14% | -$40.7K | 0.02% | 670 |
|
|
2020
Q1 | $285K | Sell |
2,273
-25
| -1% | -$3.77K | 0.02% | 556 |
|
|
2019
Q4 | $347K | Sell |
2,298
-148
| -6% | -$23.1K | 0.03% | 541 |
|
|
2019
Q3 | $364K | Buy |
2,446
+4
| +0.2% | +$565 | 0.04% | 522 |
|
|
2019
Q2 | $315K | Buy |
2,442
+48
| +2% | +$5.96K | 0.03% | 546 |
|
|
2019
Q1 | $286K | Sell |
2,394
-44
| -2% | -$4.89K | 0.04% | 521 |
|
|
2018
Q4 | $249K | Sell |
2,438
-6
| -0.2% | -$611 | 0.04% | 503 |
|
|
2018
Q3 | $250K | Hold |
2,444
| – | – | 0.03% | 562 |
|
|
2018
Q2 | $241K | Buy |
2,444
+53
| +2% | +$4.98K | 0.03% | 548 |
|
|
2018
Q1 | $220K | Buy |
2,391
+16
| +0.7% | +$1.41K | 0.03% | 555 |
|
|
2017
Q4 | $221K | Buy |
+2,375
| New | +$218K | 0.03% | 551 |
|
|
2015
Q1 | – | Sell |
-287
| Closed | -$17 | – | 1813 |
|
|
2014
Q4 | $17 | Buy |
+287
| New | +$16.3K | ﹤0.01% | 2640 |
|
|
2014
Q3 | – | Sell |
-1,736
| Closed | -$86.5K | – | 1734 |
|
|
2014
Q2 | $86.5K | Buy |
+1,736
| New | +$81.8K | 0.02% | 783 |
|
Other funds holding SUI
