Creative Planning’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 | $1.49M | Sell |
11,796
-1,370
| -10% | -$173K | ﹤0.01% | 1538 |
|
|
2025
Q1 | $1.69M | Buy |
13,166
+2,238
| +20% | +$288K | ﹤0.01% | 1300 |
|
|
2024
Q4 | $1.34M | Buy |
10,928
+1,437
| +15% | +$177K | ﹤0.01% | 1419 |
|
|
2024
Q3 | $1.28M | Buy |
9,491
+3,439
| +57% | +$465K | ﹤0.01% | 1330 |
|
|
2024
Q2 | $728K | Sell |
6,052
-293
| -5% | -$35.3K | ﹤0.01% | 1641 |
|
|
2024
Q1 | $816K | Buy |
6,345
+1,043
| +20% | +$134K | ﹤0.01% | 1480 |
|
|
2023
Q4 | $709K | Sell |
5,302
-2,220
| -30% | -$297K | ﹤0.01% | 1461 |
|
|
2023
Q3 | $890K | Buy |
7,522
+2,440
| +48% | +$289K | ﹤0.01% | 1217 |
|
|
2023
Q2 | $663K | Sell |
5,082
-73
| -1% | -$9.52K | ﹤0.01% | 1379 |
|
|
2023
Q1 | $726K | Buy |
5,155
+205
| +4% | +$28.9K | ﹤0.01% | 1240 |
|
|
2022
Q4 | $708K | Buy |
4,950
+564
| +13% | +$80.6K | ﹤0.01% | 1219 |
|
|
2022
Q3 | $594K | Buy |
4,386
+370
| +9% | +$50.1K | ﹤0.01% | 1217 |
|
|
2022
Q2 | $640K | Buy |
4,016
+537
| +15% | +$85.6K | ﹤0.01% | 1177 |
|
|
2022
Q1 | $610K | Buy |
3,479
+328
| +10% | +$57.5K | ﹤0.01% | 1225 |
|
|
2021
Q4 | $662K | Buy |
3,151
+640
| +25% | +$134K | ﹤0.01% | 1154 |
|
|
2021
Q3 | $465K | Buy |
2,511
+3
| +0.1% | +$556 | ﹤0.01% | 1346 |
|
|
2021
Q2 | $430K | Buy |
2,508
+91
| +4% | +$15.6K | ﹤0.01% | 1357 |
|
|
2021
Q1 | $363K | Buy |
2,417
+593
| +33% | +$89.1K | ﹤0.01% | 1635 |
|
|
2020
Q4 | $277K | Buy |
1,824
+49
| +3% | +$7.44K | ﹤0.01% | 1653 |
|
|
2020
Q3 | $250K | Buy |
+1,775
| New | +$250K | ﹤0.01% | 1522 |
|
|
2020
Q2 | – | Sell |
-4,804
| Closed | -$600K | – | 1901 |
|
|
2020
Q1 | $600K | Sell |
4,804
-2,168
| -31% | -$271K | ﹤0.01% | 849 |
|
|
2019
Q4 | $1.05M | Buy |
6,972
+307
| +5% | +$46.1K | ﹤0.01% | 767 |
|
|
2019
Q3 | $989K | Buy |
+6,665
| New | +$989K | ﹤0.01% | 764 |
|
|
2017
Q3 | – | Sell |
-390
| Closed | -$34K | – | 3399 |
|
|
2017
Q2 | $34K | Buy |
390
+55
| +16% | +$4.8K | ﹤0.01% | 2789 |
|
|
2017
Q1 | $27K | Hold |
335
| – | – | ﹤0.01% | 2896 |
|
|
2016
Q4 | $26K | Sell |
335
-61
| -15% | -$4.73K | ﹤0.01% | 2866 |
|
|
2016
Q3 | $31K | Sell |
396
-100
| -20% | -$7.83K | ﹤0.01% | 2692 |
|
|
2016
Q2 | $38K | Buy |
496
+35
| +8% | +$2.68K | ﹤0.01% | 2320 |
|
|
2016
Q1 | $33K | Sell |
461
-225
| -33% | -$16.1K | ﹤0.01% | 2379 |
|
|
2015
Q4 | $47K | Buy |
686
+325
| +90% | +$22.3K | ﹤0.01% | 2145 |
|
|
2015
Q3 | $24K | Buy |
+361
| New | +$24K | ﹤0.01% | 2575 |
|
|
2015
Q2 | – | Sell |
-1,108
| Closed | -$74K | – | 2659 |
|
|
2015
Q1 | $74K | Buy |
1,108
+300
| +37% | +$20K | ﹤0.01% | 1737 |
|
|
2014
Q4 | $49K | Sell |
808
-1,250
| -61% | -$75.8K | ﹤0.01% | 2006 |
|
|
2014
Q3 | $104K | Buy |
2,058
+1,250
| +155% | +$63.2K | ﹤0.01% | 1436 |
|
|
2014
Q2 | $40K | Hold |
808
| – | – | ﹤0.01% | 2004 |
|
|
2014
Q1 | $36K | Hold |
808
| – | – | ﹤0.01% | 1999 |
|
|
2013
Q4 | $34K | Sell |
808
-233
| -22% | -$9.8K | ﹤0.01% | 1861 |
|
|
2013
Q3 | $44K | Buy |
1,041
+211
| +25% | +$8.92K | ﹤0.01% | 1592 |
|
|
2013
Q2 | $41K | Buy |
+830
| New | +$41K | ﹤0.01% | 1490 |
|