Geneos Wealth Management’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
Q4 | – | Sell |
-75
| Closed | -$9.68K | – | 2552 |
|
|
2025
Q3 | $9.68K | Hold |
75
| – | – | ﹤0.01% | 1973 |
|
|
2025
Q2 | $9.49K | Sell |
75
-155
| -67% | -$19.2K | ﹤0.01% | 2349 |
|
|
2025
Q1 | $29.6K | Buy |
230
+115
| +100% | +$14.7K | ﹤0.01% | 2156 |
|
|
2024
Q4 | $14.1K | Hold |
115
| – | – | ﹤0.01% | 1890 |
|
|
2024
Q3 | $15.5K | Buy |
115
+42
| +58% | +$5.52K | ﹤0.01% | 1657 |
|
|
2024
Q2 | $8.79K | Buy |
73
+53
| +265% | +$6.3K | ﹤0.01% | 1579 |
|
|
2024
Q1 | $2.57K | Hold |
20
| – | – | ﹤0.01% | 1857 |
|
|
2023
Q4 | $2.67K | Sell |
20
-20
| -50% | -$2.41K | ﹤0.01% | 1866 |
|
|
2023
Q3 | $4.72K | Buy |
40
+20
| +100% | +$2.54K | ﹤0.01% | 1760 |
|
|
2023
Q2 | $2.59K | Buy |
+20
| New | +$2.67K | ﹤0.01% | 1888 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$2.84K | – | 2094 |
|
|
2022
Q4 | $2.84K | Buy |
+20
| New | +$2.73K | ﹤0.01% | 1827 |
|
|
2020
Q2 | – | Sell |
-27
| Closed | -$3K | – | 2621 |
|
|
2020
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 2205 |
|
|
2019
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 2259 |
|
|
2019
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 2178 |
|
|
2019
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 2257 |
|
|
2019
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 2184 |
|
|
2018
Q4 | $2K | Buy |
+27
| New | +$2.75K | ﹤0.01% | 2232 |
|
|
2017
Q1 | – | Sell |
-52
| Closed | -$3K | – | 2135 |
|
|
2016
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 1788 |
|
|
2016
Q3 | $4K | Buy |
+52
| New | +$4.03K | ﹤0.01% | 1649 |
|
Other funds holding SUI
