Clearstead Advisors’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 | $4.64K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $386 | Buy |
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|
2024
Q4 | $158 | Sell |
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|
2024
Q3 | $78.3K | Buy |
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|
2024
Q2 | $68.6K | Buy |
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|
2024
Q1 | $65.4K | Buy |
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|
2023
Q4 | $64.2K | Sell |
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|
2023
Q3 | $117K | Buy |
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|
2023
Q2 | $94.3K | Buy |
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|
2023
Q1 | $68K | Buy |
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|
2022
Q4 | $8.29K | Hold |
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|
2022
Q3 | $8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $21K | Buy |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $9K | Buy |
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