EverSource Wealth Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88.1K | Buy |
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|
2025
Q2 | $77.8K | Buy |
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|
2025
Q1 | $55.4K | Sell |
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|
2024
Q4 | $198K | Buy |
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|
2024
Q3 | $11.6K | Buy |
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|
2024
Q2 | $10.1K | Buy |
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|
2024
Q1 | $8.35K | Buy |
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|
2023
Q4 | $5.88K | Sell |
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|
2023
Q3 | $6.27K | Buy |
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|
2023
Q2 | $5.09K | Hold |
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|
2023
Q1 | $5.5K | Sell |
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|
2022
Q4 | $9.29K | Buy |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $11K | Buy |
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