Corient Private Wealth’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
178,520
+85,750
| +92% | +$10.7M | 0.02% | 416 |
|
|
2025
Q1 | $11.9M | Buy |
92,770
+201
| +0.2% | +$25.9K | 0.02% | 481 |
|
|
2024
Q4 | $11.4M | Sell |
92,569
-502
| -0.5% | -$61.7K | 0.02% | 486 |
|
|
2024
Q3 | $12.6M | Sell |
93,071
-5,223
| -5% | -$706K | 0.02% | 492 |
|
|
2024
Q2 | $11.8M | Sell |
98,294
-19,502
| -17% | -$2.35M | 0.02% | 488 |
|
|
2024
Q1 | $15.1M | Sell |
117,796
-588
| -0.5% | -$75.6K | 0.03% | 442 |
|
|
2023
Q4 | $15.8M | Buy |
118,384
+300
| +0.3% | +$40.1K | 0.03% | 433 |
|
|
2023
Q3 | $14M | Sell |
118,084
-558
| -0.5% | -$66K | 0.03% | 419 |
|
|
2023
Q2 | $15.5M | Buy |
118,642
+4,694
| +4% | +$612K | 0.04% | 396 |
|
|
2023
Q1 | $16.1M | Buy |
113,948
+101,804
| +838% | +$14.3M | 0.04% | 356 |
|
|
2022
Q4 | $1.73M | Buy |
+12,144
| New | +$1.73M | 0.01% | 749 |
|