Clearstead Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3
| Closed | -$386 | – | 2871 |
|
|
2025
Q1 | $386 | Buy |
3
+2
| +200% | +$257 | ﹤0.01% | 2087 |
|
|
2024
Q4 | $158 | Sell |
1
-578
| -100% | -$91.3K | ﹤0.01% | 2035 |
|
|
2024
Q3 | $78.3K | Buy |
579
+9
| +2% | +$1.22K | ﹤0.01% | 1090 |
|
|
2024
Q2 | $68.6K | Buy |
570
+15
| +3% | +$1.81K | ﹤0.01% | 1087 |
|
|
2024
Q1 | $65.4K | Buy |
555
+75
| +16% | +$8.83K | ﹤0.01% | 706 |
|
|
2023
Q4 | $64.2K | Sell |
480
-506
| -51% | -$67.6K | ﹤0.01% | 685 |
|
|
2023
Q3 | $117K | Buy |
986
+263
| +36% | +$31.1K | ﹤0.01% | 689 |
|
|
2023
Q2 | $94.3K | Buy |
723
+240
| +50% | +$31.3K | 0.01% | 589 |
|
|
2023
Q1 | $68K | Buy |
483
+425
| +733% | +$59.9K | 0.01% | 591 |
|
|
2022
Q4 | $8.29K | Hold |
58
| – | – | ﹤0.01% | 929 |
|
|
2022
Q3 | $8K | Buy |
+58
| New | +$8K | ﹤0.01% | 918 |
|
|
2021
Q4 | – | Sell |
-115
| Closed | -$21K | – | 1425 |
|
|
2021
Q3 | $21K | Buy |
115
+112
| +3,733% | +$20.5K | ﹤0.01% | 806 |
|
|
2021
Q2 | $1K | Sell |
3
-56
| -95% | -$18.7K | ﹤0.01% | 1197 |
|
|
2021
Q1 | $9K | Buy |
+59
| New | +$9K | ﹤0.01% | 800 |
|