Cerity Partners’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 | $3.37M | Sell |
26,650
-1,927
| -7% | -$244K | 0.01% | 987 |
|
|
2025
Q1 | $3.68M | Buy |
28,577
+1,211
| +4% | +$156K | 0.01% | 846 |
|
|
2024
Q4 | $3.66M | Sell |
27,366
-3,980
| -13% | -$532K | 0.01% | 839 |
|
|
2024
Q3 | $4.24M | Buy |
31,346
+11,305
| +56% | +$1.53M | 0.01% | 768 |
|
|
2024
Q2 | $2.41M | Sell |
20,041
-10,035
| -33% | -$1.21M | 0.01% | 835 |
|
|
2024
Q1 | $3.87M | Buy |
30,076
+26,380
| +714% | +$3.39M | 0.01% | 737 |
|
|
2023
Q4 | $494K | Buy |
+3,696
| New | +$494K | ﹤0.01% | 1275 |
|
|
2023
Q3 | – | Sell |
-2,985
| Closed | -$389K | – | 1685 |
|
|
2023
Q2 | $389K | Sell |
2,985
-386
| -11% | -$50.3K | ﹤0.01% | 1288 |
|
|
2023
Q1 | $475K | Buy |
3,371
+1,306
| +63% | +$184K | ﹤0.01% | 1311 |
|
|
2022
Q4 | $295K | Buy |
+2,065
| New | +$295K | ﹤0.01% | 1145 |
|