CAPTRUST Financial Advisors’s Sun Communities SUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$450K Sell
2025
Q2
$491K Buy
2025
Q1
$481K Buy
2024
Q4
$446K Buy
2024
Q3
$473K Sell
2024
Q2
$428K Sell
2024
Q1
$1.07M Sell
2023
Q4
$1.46M Buy
2023
Q3
$950K Sell
2023
Q2
$1.14M Buy
2023
Q1
$468K Sell
2022
Q4
$481K Buy
2022
Q3
$421K Buy