Bank of Montreal’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
$4.48M Buy
35,398
+6,447
+22% +$815K ﹤0.01% 1118
2025
Q1
$3.72M Sell
28,951
-262
-0.9% -$33.7K ﹤0.01% 1122
2024
Q4
$3.59M Sell
29,213
-49,761
-63% -$6.12M ﹤0.01% 1181
2024
Q3
$10.7M Buy
78,974
+47,141
+148% +$6.41M ﹤0.01% 935
2024
Q2
$3.83M Sell
31,833
-531
-2% -$63.9K ﹤0.01% 1237
2024
Q1
$4.33M Sell
32,364
-1,338
-4% -$179K ﹤0.01% 1147
2023
Q4
$4.56M Buy
33,702
+3,239
+11% +$438K ﹤0.01% 1125
2023
Q3
$3.95M Sell
30,463
-4,106
-12% -$533K ﹤0.01% 1172
2023
Q2
$4.66M Sell
34,569
-5,234
-13% -$706K ﹤0.01% 1179
2023
Q1
$5.62M Sell
39,803
-1,462
-4% -$206K ﹤0.01% 1084
2022
Q4
$5.98M Sell
41,265
-202,859
-83% -$29.4M ﹤0.01% 1032
2022
Q3
$40.5K Buy
244,124
+40,684
+20% +$6.76K 0.02% 382
2022
Q2
$33.5K Buy
203,440
+8,408
+4% +$1.38K 0.02% 484
2022
Q1
$34.8M Sell
195,032
-2,559
-1% -$456K 0.02% 494
2021
Q4
$41.6M Buy
197,591
+13,444
+7% +$2.83M 0.02% 482
2021
Q3
$34.9M Buy
184,147
+99,436
+117% +$18.9M 0.02% 622
2021
Q2
$14.8M Sell
84,711
-1,491
-2% -$260K 0.01% 1008
2021
Q1
$13.2M Buy
86,202
+8,269
+11% +$1.27M 0.01% 788
2020
Q4
$11.2M Buy
77,933
+5,960
+8% +$859K 0.01% 844
2020
Q3
$10.6M Buy
71,973
+12,390
+21% +$1.82M 0.01% 758
2020
Q2
$8.23M Sell
59,583
-7,906
-12% -$1.09M 0.01% 840
2020
Q1
$7.56M Buy
67,489
+15,005
+29% +$1.68M 0.01% 747
2019
Q4
$7.88M Sell
52,484
-5,058
-9% -$759K 0.01% 969
2019
Q3
$8.54M Sell
57,542
-4,378
-7% -$650K 0.01% 837
2019
Q2
$7.94M Buy
61,920
+6,407
+12% +$821K 0.01% 884
2019
Q1
$6.58M Sell
55,513
-67,998
-55% -$8.06M 0.01% 923
2018
Q4
$12.6M Buy
123,511
+76,135
+161% +$7.74M 0.01% 677
2018
Q3
$4.81M Sell
47,376
-38,555
-45% -$3.92M ﹤0.01% 1118
2018
Q2
$8.41M Sell
85,931
-6,648
-7% -$651K 0.01% 902
2018
Q1
$8.46M Buy
92,579
+6,416
+7% +$586K 0.01% 880
2017
Q4
$7.99M Sell
86,163
-74,600
-46% -$6.92M 0.01% 890
2017
Q3
$13.8M Buy
160,763
+43,300
+37% +$3.71M 0.01% 697
2017
Q2
$10.3M Sell
117,463
-2,541
-2% -$223K 0.01% 809
2017
Q1
$9.64M Sell
120,004
-96,900
-45% -$7.78M 0.01% 786
2016
Q4
$15.7M Buy
216,904
+20,457
+10% +$1.48M 0.02% 609
2016
Q3
$15.4M Buy
196,447
+154,707
+371% +$12.1M 0.02% 610
2016
Q2
$3.2M Buy
41,740
+4,784
+13% +$367K ﹤0.01% 1198
2016
Q1
$2.65M Buy
36,956
+1,419
+4% +$102K ﹤0.01% 1219
2015
Q4
$2.44M Sell
35,537
-22,316
-39% -$1.53M ﹤0.01% 1243
2015
Q3
$3.92M Buy
57,853
+4,603
+9% +$312K 0.01% 974
2015
Q2
$3.29M Buy
53,250
+22,039
+71% +$1.36M ﹤0.01% 1116
2015
Q1
$2.08M Buy
31,211
+1,359
+5% +$90.7K ﹤0.01% 1242
2014
Q4
$1.81M Sell
29,852
-2,098
-7% -$127K ﹤0.01% 1238
2014
Q3
$1.61M Buy
31,950
+2,560
+9% +$129K ﹤0.01% 1288
2014
Q2
$1.47M Buy
29,390
+1,410
+5% +$70.3K ﹤0.01% 1290
2014
Q1
$1.26M Sell
27,980
-268
-0.9% -$12.1K ﹤0.01% 1226
2013
Q4
$1.2M Buy
28,248
+21,685
+330% +$924K ﹤0.01% 1198
2013
Q3
$280K Buy
6,563
+4,283
+188% +$183K ﹤0.01% 1747
2013
Q2
$113K Buy
+2,280
New +$113K ﹤0.01% 2033