GeoWealth Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
7,634
+943
| +14% | +$119K | 0.04% | 266 |
|
|
2025
Q1 | $861K | Buy |
6,691
+512
| +8% | +$65.9K | 0.03% | 303 |
|
|
2024
Q4 | $760K | Buy |
6,179
+3,294
| +114% | +$405K | 0.02% | 369 |
|
|
2024
Q3 | $390K | Sell |
2,885
-74
| -3% | -$10K | 0.01% | 525 |
|
|
2024
Q2 | $356K | Buy |
2,959
+306
| +12% | +$36.8K | 0.02% | 530 |
|
|
2024
Q1 | $341K | Buy |
+2,653
| New | +$341K | 0.01% | 537 |
|