Bristlecone Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,181
| Closed | -$1.18M | – | 360 |
|
|
2025
Q1 | $1.18M | Buy |
9,181
+61
| +0.7% | +$7.85K | 0.1% | 139 |
|
|
2024
Q4 | $1.12M | Buy |
9,120
+3,565
| +64% | +$438K | 0.09% | 140 |
|
|
2024
Q3 | $751K | Buy |
5,555
+1,900
| +52% | +$257K | 0.06% | 157 |
|
|
2024
Q2 | $440K | Buy |
3,655
+85
| +2% | +$10.2K | 0.04% | 194 |
|
|
2024
Q1 | $459K | Sell |
3,570
-9
| -0.3% | -$1.16K | 0.04% | 194 |
|
|
2023
Q4 | $478K | Buy |
3,579
+13
| +0.4% | +$1.74K | 0.05% | 188 |
|
|
2023
Q3 | $422K | Sell |
3,566
-69
| -2% | -$8.17K | 0.05% | 184 |
|
|
2023
Q2 | $474K | Hold |
3,635
| – | – | 0.05% | 180 |
|
|
2023
Q1 | $512K | Sell |
3,635
-1
| -0% | -$141 | 0.06% | 166 |
|
|
2022
Q4 | $520K | Buy |
3,636
+410
| +13% | +$58.6K | 0.06% | 166 |
|
|
2022
Q3 | $437K | Buy |
3,226
+8
| +0.2% | +$1.08K | 0.06% | 173 |
|
|
2022
Q2 | $513K | Buy |
3,218
+571
| +22% | +$91K | 0.06% | 166 |
|
|
2022
Q1 | $464K | Buy |
2,647
+121
| +5% | +$21.2K | 0.06% | 167 |
|
|
2021
Q4 | $530K | Buy |
2,526
+196
| +8% | +$41.1K | 0.06% | 163 |
|
|
2021
Q3 | $431K | Hold |
2,330
| – | – | 0.06% | 161 |
|
|
2021
Q2 | $399K | Buy |
2,330
+30
| +1% | +$5.14K | 0.05% | 163 |
|
|
2021
Q1 | $345K | Buy |
+2,300
| New | +$345K | 0.05% | 166 |
|