HB Wealth Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,361
| Closed | -$690K | – | 1267 |
|
|
2025
Q1 | $690K | Buy |
5,361
+178
| +3% | +$22.9K | 0.01% | 647 |
|
|
2024
Q4 | $637K | Buy |
5,183
+207
| +4% | +$25.5K | 0.01% | 537 |
|
|
2024
Q3 | $673K | Buy |
4,976
+26
| +0.5% | +$3.51K | 0.01% | 483 |
|
|
2024
Q2 | $596K | Buy |
+4,950
| New | +$596K | 0.01% | 487 |
|