Concourse Financial Group Securities’s Sun Communities SUI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-39
| Closed | -$4.88K | – | 7387 |
|
2024
Q4 | $4.88K | Hold |
39
| – | – | ﹤0.01% | 1887 |
|
2024
Q3 | $5.31K | Hold |
39
| – | – | ﹤0.01% | 1847 |
|
2024
Q2 | $4.73K | Buy |
39
+15
| +63% | +$1.82K | ﹤0.01% | 1881 |
|
2024
Q1 | $3.11K | Sell |
24
-325
| -93% | -$42.1K | ﹤0.01% | 1978 |
|
2023
Q4 | $47K | Buy |
349
+49
| +16% | +$6.59K | ﹤0.01% | 1157 |
|
2023
Q3 | $35.8K | Buy |
300
+19
| +7% | +$2.27K | ﹤0.01% | 1209 |
|
2023
Q2 | $36.9K | Sell |
281
-2
| -0.7% | -$263 | ﹤0.01% | 1202 |
|
2023
Q1 | $40.1K | Sell |
283
-18
| -6% | -$2.55K | ﹤0.01% | 1187 |
|
2022
Q4 | $43.3K | Buy |
301
+23
| +8% | +$3.31K | ﹤0.01% | 1140 |
|
2022
Q3 | $38K | Buy |
278
+37
| +15% | +$5.06K | ﹤0.01% | 1058 |
|
2022
Q2 | $39K | Sell |
241
-17
| -7% | -$2.75K | ﹤0.01% | 1187 |
|
2022
Q1 | $45K | Sell |
258
-41
| -14% | -$7.15K | ﹤0.01% | 1182 |
|
2021
Q4 | $63K | Buy |
299
+56
| +23% | +$11.8K | ﹤0.01% | 1193 |
|
2021
Q3 | $45K | Buy |
243
+42
| +21% | +$7.78K | ﹤0.01% | 1361 |
|
2021
Q2 | $35K | Sell |
201
-15
| -7% | -$2.61K | ﹤0.01% | 1445 |
|
2021
Q1 | $33K | Sell |
216
-7
| -3% | -$1.07K | ﹤0.01% | 1385 |
|
2020
Q4 | $34K | Buy |
223
+15
| +7% | +$2.29K | ﹤0.01% | 1272 |
|
2020
Q3 | $29K | Buy |
208
+136
| +189% | +$19K | ﹤0.01% | 1243 |
|
2020
Q2 | $10K | Sell |
72
-7
| -9% | -$972 | ﹤0.01% | 1502 |
|
2020
Q1 | $10K | Sell |
79
-44
| -36% | -$5.57K | ﹤0.01% | 1458 |
|
2019
Q4 | $19K | Sell |
123
-19
| -13% | -$2.94K | ﹤0.01% | 1271 |
|
2019
Q3 | $21K | Buy |
142
+98
| +223% | +$14.5K | 0.01% | 948 |
|
2019
Q2 | $6K | Sell |
44
-21
| -32% | -$2.86K | ﹤0.01% | 1684 |
|
2019
Q1 | $7K | Buy |
65
+4
| +7% | +$431 | ﹤0.01% | 1646 |
|
2018
Q4 | $6K | Sell |
61
-14
| -19% | -$1.38K | ﹤0.01% | 1612 |
|
2018
Q3 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 1226 |
|