Carson Wealth (CWM LLC)’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
2,456
+22
| +0.9% | +$2.79K | ﹤0.01% | 1840 |
|
|
2025
Q1 | $313K | Buy |
2,434
+801
| +49% | +$103K | ﹤0.01% | 1645 |
|
|
2024
Q4 | $201K | Sell |
1,633
-23
| -1% | -$2.83K | ﹤0.01% | 1818 |
|
|
2024
Q3 | $224K | Sell |
1,656
-84
| -5% | -$11.4K | ﹤0.01% | 1698 |
|
|
2024
Q2 | $209K | Buy |
1,740
+77
| +5% | +$9.25K | ﹤0.01% | 1566 |
|
|
2024
Q1 | $214K | Buy |
1,663
+73
| +5% | +$9.39K | ﹤0.01% | 1489 |
|
|
2023
Q4 | $213K | Buy |
1,590
+598
| +60% | +$80.1K | ﹤0.01% | 1403 |
|
|
2023
Q3 | $117K | Sell |
992
-98
| -9% | -$11.6K | ﹤0.01% | 1545 |
|
|
2023
Q2 | $142K | Sell |
1,090
-1
| -0.1% | -$130 | ﹤0.01% | 1389 |
|
|
2023
Q1 | $154K | Buy |
1,091
+22
| +2% | +$3.11K | ﹤0.01% | 1306 |
|
|
2022
Q4 | $153K | Buy |
1,069
+422
| +65% | +$60.4K | ﹤0.01% | 1201 |
|
|
2022
Q3 | $88K | Sell |
647
-54
| -8% | -$7.35K | ﹤0.01% | 1391 |
|
|
2022
Q2 | $112K | Buy |
701
+243
| +53% | +$38.8K | ﹤0.01% | 1273 |
|
|
2022
Q1 | $80K | Buy |
458
+141
| +44% | +$24.6K | ﹤0.01% | 1414 |
|
|
2021
Q4 | $67K | Buy |
+317
| New | +$67K | ﹤0.01% | 1461 |
|
|
2021
Q2 | $43K | Hold |
249
| – | – | ﹤0.01% | 1454 |
|
|
2021
Q1 | $43K | Hold |
249
| – | – | ﹤0.01% | 1454 |
|
|
2020
Q4 | $43K | Hold |
249
| – | – | ﹤0.01% | 1454 |
|
|
2020
Q3 | $43K | Hold |
249
| – | – | ﹤0.01% | 1454 |
|
|
2020
Q2 | $43K | Hold |
249
| – | – | ﹤0.01% | 1454 |
|
|
2020
Q1 | $43K | Hold |
249
| – | – | ﹤0.01% | 1454 |
|
|
2019
Q4 | $43K | Hold |
249
| – | – | ﹤0.01% | 1454 |
|
|
2019
Q3 | $43K | Hold |
249
| – | – | ﹤0.01% | 1454 |
|
|
2019
Q2 | $43K | Hold |
249
| – | – | ﹤0.01% | 1454 |
|
|
2019
Q1 | $43K | Buy |
249
+80
| +47% | +$13.8K | ﹤0.01% | 1454 |
|
|
2018
Q4 | $17K | Hold |
169
| – | – | ﹤0.01% | 1187 |
|
|
2018
Q3 | $17K | Hold |
169
| – | – | ﹤0.01% | 997 |
|
|
2018
Q2 | $17K | Hold |
169
| – | – | ﹤0.01% | 871 |
|
|
2018
Q1 | $15K | Sell |
169
-30
| -15% | -$2.66K | ﹤0.01% | 770 |
|
|
2017
Q4 | $18K | Buy |
199
+22
| +12% | +$1.99K | ﹤0.01% | 724 |
|
|
2017
Q3 | $15K | Buy |
+177
| New | +$15K | ﹤0.01% | 790 |
|
|
2017
Q2 | – | Sell |
-166
| Closed | -$13K | – | 1307 |
|
|
2017
Q1 | $13K | Buy |
+166
| New | +$13K | ﹤0.01% | 694 |
|