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