EverSource Wealth Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.8K | Buy |
615
+184
| +43% | +$23.3K | ﹤0.01% | 1334 |
|
|
2025
Q1 | $55.4K | Sell |
431
-1,183
| -73% | -$152K | ﹤0.01% | 1191 |
|
|
2024
Q4 | $198K | Buy |
1,614
+1,528
| +1,777% | +$188K | 0.01% | 658 |
|
|
2024
Q3 | $11.6K | Buy |
86
+6
| +8% | +$811 | ﹤0.01% | 1774 |
|
|
2024
Q2 | $10.1K | Buy |
80
+5
| +7% | +$634 | ﹤0.01% | 1848 |
|
|
2024
Q1 | $8.35K | Buy |
75
+31
| +70% | +$3.45K | ﹤0.01% | 1790 |
|
|
2023
Q4 | $5.88K | Sell |
44
-9
| -17% | -$1.2K | ﹤0.01% | 1794 |
|
|
2023
Q3 | $6.27K | Buy |
53
+14
| +36% | +$1.66K | ﹤0.01% | 1605 |
|
|
2023
Q2 | $5.09K | Hold |
39
| – | – | ﹤0.01% | 1727 |
|
|
2023
Q1 | $5.5K | Sell |
39
-26
| -40% | -$3.66K | ﹤0.01% | 1610 |
|
|
2022
Q4 | $9.3K | Buy |
65
+26
| +67% | +$3.72K | ﹤0.01% | 1360 |
|
|
2022
Q3 | $6K | Buy |
+39
| New | +$6K | ﹤0.01% | 1321 |
|
|
2022
Q1 | – | Sell |
-52
| Closed | -$11K | – | 1840 |
|
|
2021
Q4 | $11K | Buy |
+52
| New | +$11K | ﹤0.01% | 938 |
|