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