Congress Asset Management’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 | $213K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $461K | Sell |
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|
2023
Q4 | $79.7M | Sell |
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|
2023
Q3 | $82.8M | Buy |
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|
2023
Q2 | $87.6M | Sell |
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|
2023
Q1 | $95.2M | Buy |
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|
2022
Q4 | $92.9M | Sell |
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|
2022
Q3 | $90.1M | Buy |
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|
2022
Q2 | $105M | Buy |
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|
2022
Q1 | $115M | Buy |
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|
2021
Q4 | $137M | Buy |
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|
2021
Q3 | $120M | Buy |
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|
2021
Q2 | $109M | Buy |
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|
2021
Q1 | $95.4M | Buy |
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|
2020
Q4 | $91.4M | Buy |
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|
2020
Q3 | $83.1M | Sell |
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|
2020
Q2 | $83.6M | Buy |
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|
2020
Q1 | $76.2M | Buy |
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|
2019
Q4 | $89M | Buy |
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|
2019
Q3 | $87.9M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.61M | Buy |
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|
2018
Q3 | $3.47M | Buy |
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|
2018
Q2 | $3.04M | Sell |
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|
2018
Q1 | $2.89M | Buy |
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|
2017
Q4 | $2.88M | Sell |
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|
2017
Q3 | $2.71M | Buy |
|