Cornerstone Planning Group’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 | $1.65K | Buy |
13
+4
| +44% | +$507 | ﹤0.01% | 995 |
|
|
2025
Q1 | $1.1K | Buy |
9
+3
| +50% | +$366 | ﹤0.01% | 1111 |
|
|
2024
Q4 | $787 | Buy |
6
+3
| +100% | +$394 | ﹤0.01% | 1015 |
|
|
2024
Q3 | $394 | Buy |
+3
| New | +$394 | ﹤0.01% | 1135 |
|
|
2023
Q3 | – | Sell |
-11
| Closed | -$1.44K | – | 1297 |
|
|
2023
Q2 | $1.44K | Buy |
+11
| New | +$1.44K | ﹤0.01% | 1264 |
|
|
2022
Q4 | $1.61K | Buy |
+11
| New | +$1.61K | ﹤0.01% | 1248 |
|