Capital Square’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
$1.69M Buy
13,456
+260
+2% +$32.7K 0.9% 33
2025
Q1
$1.7M Buy
13,196
+115
+0.9% +$14.8K 1% 24
2024
Q4
$1.67M Sell
13,081
-2,031
-13% -$259K 0.95% 28
2024
Q3
$2.04M Sell
15,112
-781
-5% -$106K 1.24% 17
2024
Q2
$2.01M Sell
15,893
-172
-1% -$21.7K 1.31% 19
2024
Q1
$2.07M Buy
16,065
+906
+6% +$116K 1.46% 18
2023
Q4
$2.03M Buy
15,159
+756
+5% +$101K 2.29% 12
2023
Q3
$1.53M Buy
14,403
+1,984
+16% +$210K 2.06% 16
2023
Q2
$1.62M Buy
12,419
+1,228
+11% +$160K 1.5% 17
2023
Q1
$1.57M Buy
11,191
+760
+7% +$107K 1.46% 18
2022
Q4
$1.49M Buy
10,431
+1,854
+22% +$265K 1.35% 23
2022
Q3
$1.16M Buy
8,577
+2,055
+32% +$278K 1.05% 31
2022
Q2
$1.04M Buy
6,522
+4,813
+282% +$767K 0.86% 39
2022
Q1
$299K Buy
+1,709
New +$299K 0.21% 107