Bank Julius Baer & Co’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 | $71.6K | Buy |
566
+65
| +13% | +$8.22K | ﹤0.01% | 523 |
|
|
2025
Q1 | $72.8K | Sell |
501
-12
| -2% | -$1.74K | ﹤0.01% | 515 |
|
|
2024
Q4 | $69.6K | Sell |
513
-2,541
| -83% | -$345K | ﹤0.01% | 513 |
|
|
2024
Q3 | $425K | Sell |
3,054
-32
| -1% | -$4.45K | ﹤0.01% | 340 |
|
|
2024
Q2 | $394K | Sell |
3,086
-57
| -2% | -$7.27K | ﹤0.01% | 292 |
|
|
2024
Q1 | $398K | Sell |
3,143
-16
| -0.5% | -$2.03K | ﹤0.01% | 332 |
|
|
2023
Q4 | $422K | Buy |
3,159
+2,586
| +451% | +$346K | ﹤0.01% | 340 |
|
|
2023
Q3 | $68K | Buy |
573
+17
| +3% | +$2.02K | ﹤0.01% | 453 |
|
|
2023
Q2 | $72K | Sell |
556
-10
| -2% | -$1.3K | ﹤0.01% | 478 |
|
|
2023
Q1 | $80K | Hold |
566
| – | – | ﹤0.01% | 498 |
|
|
2022
Q4 | $81K | Buy |
566
+9
| +2% | +$1.29K | ﹤0.01% | 489 |
|
|
2022
Q3 | $75K | Sell |
557
-9
| -2% | -$1.21K | ﹤0.01% | 479 |
|
|
2022
Q2 | $90K | Hold |
566
| – | – | ﹤0.01% | 493 |
|
|
2022
Q1 | $99K | Hold |
566
| – | – | ﹤0.01% | 485 |
|
|
2021
Q4 | $119K | Sell |
566
-2,011
| -78% | -$423K | ﹤0.01% | 589 |
|
|
2021
Q3 | $477K | Sell |
2,577
-2
| -0.1% | -$370 | ﹤0.01% | 433 |
|
|
2021
Q2 | $442K | Sell |
2,579
-1,945
| -43% | -$333K | ﹤0.01% | 469 |
|
|
2021
Q1 | $679K | Buy |
+4,524
| New | +$679K | 0.01% | 390 |
|
|
2020
Q4 | – | Sell |
-1,331
| Closed | -$187K | – | 848 |
|
|
2020
Q3 | $187K | Buy |
1,331
+2
| +0.2% | +$281 | ﹤0.01% | 519 |
|
|
2020
Q2 | $180K | Buy |
1,329
+117
| +10% | +$15.8K | ﹤0.01% | 484 |
|
|
2020
Q1 | $151K | Buy |
+1,212
| New | +$151K | ﹤0.01% | 437 |
|