Charles Schwab’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 | $176M | Buy |
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|
2025
Q2 | $151M | Buy |
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|
2025
Q1 | $147M | Buy |
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|
2024
Q4 | $138M | Buy |
|
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|
2024
Q3 | $145M | Buy |
|
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|
2024
Q2 | $129M | Buy |
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|
2024
Q1 | $138M | Buy |
|
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|
2023
Q4 | $140M | Buy |
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|
2023
Q3 | $120M | Buy |
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|
2023
Q2 | $131M | Buy |
|
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|
2023
Q1 | $140M | Buy |
|
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|
2022
Q4 | $139M | Buy |
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|
2022
Q3 | $126M | Buy |
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|
2022
Q2 | $146M | Buy |
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|
2022
Q1 | $153M | Sell |
|
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|
2021
Q4 | $193M | Buy |
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|
2021
Q3 | $166M | Buy |
|
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|
2021
Q2 | $144M | Buy |
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|
2021
Q1 | $123M | Buy |
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|
2020
Q4 | $116M | Buy |
|
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|
2020
Q3 | $97.3M | Sell |
|
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|
2020
Q2 | $128M | Sell |
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|
2020
Q1 | $169M | Buy |
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|
2019
Q4 | $193M | Buy |
|
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|
2019
Q3 | $183M | Buy |
|
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|
2019
Q2 | $152M | Buy |
|
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|
2019
Q1 | $134M | Buy |
|
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|
2018
Q4 | $110M | Buy |
|
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|
2018
Q3 | $100M | Buy |
|
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|
2018
Q2 | $86.8M | Buy |
|
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|
2018
Q1 | $75.5M | Buy |
|
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|
2017
Q4 | $72.1M | Buy |
|
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|
2017
Q3 | $62.5M | Buy |
|
|||||
|
2017
Q2 | $54.5M | Buy |
|
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|
2017
Q1 | $42.5M | Buy |
|
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|
2016
Q4 | $38.4M | Buy |
|
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|
2016
Q3 | $36M | Buy |
|
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|
2016
Q2 | $31.7M | Sell |
|
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|
2016
Q1 | $29.6M | Buy |
|
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|
2015
Q4 | $27M | Buy |
|
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|
2015
Q3 | $23.2M | Buy |
|
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|
2015
Q2 | $19.5M | Buy |
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|
2015
Q1 | $19.3M | Buy |
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|
2014
Q4 | $14.5M | Buy |
|
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|
2014
Q3 | $9.76M | Buy |
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|
2014
Q2 | $9.63M | Buy |
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|
2014
Q1 | $7.75M | Buy |
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|
2013
Q4 | $5.99M | Buy |
|
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|
2013
Q3 | $5.96M | Buy |
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|
2013
Q2 | $6.43M | Buy |
|