Bell Investment Advisors’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 | $1.01K | Hold |
8
| – | – | ﹤0.01% | 1583 |
|
|
2025
Q1 | $1.03K | Hold |
8
| – | – | ﹤0.01% | 1538 |
|
|
2024
Q4 | $984 | Hold |
8
| – | – | ﹤0.01% | 1592 |
|
|
2024
Q3 | $1.08K | Buy |
8
+4
| +100% | +$541 | ﹤0.01% | 1567 |
|
|
2024
Q2 | $482 | Hold |
4
| – | – | ﹤0.01% | 1828 |
|
|
2024
Q1 | $515 | Hold |
4
| – | – | ﹤0.01% | 1816 |
|
|
2023
Q4 | $535 | Sell |
4
-8
| -67% | -$1.07K | ﹤0.01% | 1808 |
|
|
2023
Q3 | $1.42K | Buy |
12
+8
| +200% | +$947 | ﹤0.01% | 1435 |
|
|
2023
Q2 | $522 | Sell |
4
-22
| -85% | -$2.87K | ﹤0.01% | 1832 |
|
|
2023
Q1 | $3.66K | Buy |
26
+3
| +13% | +$423 | ﹤0.01% | 942 |
|
|
2022
Q4 | $3.29K | Sell |
23
-36
| -61% | -$5.15K | ﹤0.01% | 1020 |
|
|
2022
Q3 | $8K | Buy |
59
+21
| +55% | +$2.85K | ﹤0.01% | 508 |
|
|
2022
Q2 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 652 |
|
|
2021
Q4 | $10K | Buy |
50
+20
| +67% | +$4K | ﹤0.01% | 501 |
|
|
2021
Q3 | $6K | Buy |
+30
| New | +$6K | ﹤0.01% | 664 |
|