D.A. Davidson & Co’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
1,885
+30
| +2% | +$3.8K | ﹤0.01% | 1294 |
|
|
2025
Q1 | $239K | Buy |
+1,855
| New | +$239K | ﹤0.01% | 1261 |
|
|
2019
Q4 | – | Sell |
-1,370
| Closed | -$203K | – | 1059 |
|
|
2019
Q3 | $203K | Sell |
1,370
-477
| -26% | -$70.7K | ﹤0.01% | 919 |
|
|
2019
Q2 | $237K | Buy |
+1,847
| New | +$237K | ﹤0.01% | 847 |
|
|
2017
Q3 | – | Sell |
-1,577
| Closed | -$138K | – | 1880 |
|
|
2017
Q2 | $138K | Sell |
1,577
-76
| -5% | -$6.65K | ﹤0.01% | 1124 |
|
|
2017
Q1 | $132K | Buy |
1,653
+7
| +0.4% | +$559 | ﹤0.01% | 1119 |
|
|
2016
Q4 | $126K | Buy |
1,646
+7
| +0.4% | +$536 | ﹤0.01% | 1196 |
|
|
2016
Q3 | $128K | Buy |
1,639
+8
| +0.5% | +$625 | ﹤0.01% | 1141 |
|
|
2016
Q2 | $124K | Buy |
1,631
+8
| +0.5% | +$608 | ﹤0.01% | 1043 |
|
|
2016
Q1 | $116K | Sell |
1,623
-86
| -5% | -$6.15K | ﹤0.01% | 1063 |
|
|
2015
Q4 | $117K | Buy |
1,709
+9
| +0.5% | +$616 | ﹤0.01% | 1054 |
|
|
2015
Q3 | $115K | Sell |
1,700
-140
| -8% | -$9.47K | ﹤0.01% | 1040 |
|
|
2015
Q2 | $113K | Buy |
1,840
+11
| +0.6% | +$676 | ﹤0.01% | 1100 |
|
|
2015
Q1 | $122K | Buy |
1,829
+10
| +0.5% | +$667 | ﹤0.01% | 1054 |
|
|
2014
Q4 | $109K | Buy |
1,819
+778
| +75% | +$46.6K | ﹤0.01% | 1088 |
|
|
2014
Q3 | $52K | Sell |
1,041
-169
| -14% | -$8.44K | ﹤0.01% | 1392 |
|
|
2014
Q2 | $60K | Buy |
1,210
+17
| +1% | +$843 | ﹤0.01% | 1352 |
|
|
2014
Q1 | $53K | Buy |
1,193
+17
| +1% | +$755 | ﹤0.01% | 1376 |
|
|
2013
Q4 | $50K | Buy |
+1,176
| New | +$50K | ﹤0.01% | 1329 |
|