CAPTRUST Financial 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 | $491K | Buy |
3,884
+145
| +4% | +$18.3K | ﹤0.01% | 1742 |
|
|
2025
Q1 | $481K | Buy |
3,739
+112
| +3% | +$14.4K | ﹤0.01% | 1666 |
|
|
2024
Q4 | $446K | Buy |
3,627
+128
| +4% | +$15.7K | ﹤0.01% | 1665 |
|
|
2024
Q3 | $473K | Sell |
3,499
-57
| -2% | -$7.7K | ﹤0.01% | 1602 |
|
|
2024
Q2 | $428K | Sell |
3,556
-4,758
| -57% | -$573K | ﹤0.01% | 1586 |
|
|
2024
Q1 | $1.07M | Sell |
8,314
-2,602
| -24% | -$335K | ﹤0.01% | 1086 |
|
|
2023
Q4 | $1.46M | Buy |
10,916
+2,892
| +36% | +$387K | 0.01% | 1062 |
|
|
2023
Q3 | $950K | Sell |
8,024
-738
| -8% | -$87.3K | ﹤0.01% | 1238 |
|
|
2023
Q2 | $1.14M | Buy |
8,762
+5,442
| +164% | +$710K | ﹤0.01% | 1130 |
|
|
2023
Q1 | $468K | Sell |
3,320
-45
| -1% | -$6.34K | ﹤0.01% | 1444 |
|
|
2022
Q4 | $481K | Buy |
3,365
+251
| +8% | +$35.9K | ﹤0.01% | 1359 |
|
|
2022
Q3 | $421K | Buy |
+3,114
| New | +$421K | ﹤0.01% | 1328 |
|