Envestnet Portfolio Solutions’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 | $299K | Sell |
2,367
-1,316
| -36% | -$166K | ﹤0.01% | 1335 |
|
2025
Q1 | $474K | Sell |
3,683
-1,929
| -34% | -$248K | ﹤0.01% | 1075 |
|
2024
Q4 | $690K | Buy |
5,612
+76
| +1% | +$9.35K | ﹤0.01% | 1085 |
|
2024
Q3 | $748K | Sell |
5,536
-30
| -0.5% | -$4.05K | ﹤0.01% | 1017 |
|
2024
Q2 | $670K | Sell |
5,566
-337
| -6% | -$40.6K | ﹤0.01% | 1008 |
|
2024
Q1 | $759K | Sell |
5,903
-3,041
| -34% | -$391K | ﹤0.01% | 948 |
|
2023
Q4 | $1.2M | Buy |
8,944
+75
| +0.8% | +$10K | 0.01% | 744 |
|
2023
Q3 | $1.05M | Buy |
+8,869
| New | +$1.05M | 0.01% | 740 |
|