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Cascade Investment Advisors’s Sun Communities SUI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
10,353
-120
-1% -$15.2K 0.84% 52
2025
Q1
$1.35M Buy
10,473
+100
+1% +$12.9K 0.91% 52
2024
Q4
$1.28M Buy
10,373
+85
+0.8% +$10.5K 0.82% 59
2024
Q3
$1.39M Buy
10,288
+70
+0.7% +$9.46K 0.88% 56
2024
Q2
$1.23M Buy
10,218
+1,960
+24% +$236K 0.83% 55
2024
Q1
$1.06M Buy
8,258
+35
+0.4% +$4.5K 0.69% 77
2023
Q4
$1.1M Buy
8,223
+55
+0.7% +$7.35K 0.78% 65
2023
Q3
$967K Buy
8,168
+330
+4% +$39.1K 0.76% 65
2023
Q2
$1.02M Buy
+7,838
New +$1.02M 0.76% 69