Capital Analysts LLC’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 | $15K | Buy |
119
+3
| +3% | +$378 | ﹤0.01% | 1079 |
|
|
2025
Q1 | $15K | Hold |
116
| – | – | ﹤0.01% | 1056 |
|
|
2024
Q4 | $14K | Buy |
116
+2
| +2% | +$241 | ﹤0.01% | 1009 |
|
|
2024
Q3 | $15K | Sell |
114
-1
| -0.9% | -$132 | ﹤0.01% | 955 |
|
|
2024
Q2 | $14K | Sell |
115
-1
| -0.9% | -$122 | ﹤0.01% | 912 |
|
|
2024
Q1 | $15K | Hold |
116
| – | – | ﹤0.01% | 872 |
|
|
2023
Q4 | $16K | Buy |
+116
| New | +$16K | ﹤0.01% | 842 |
|