HAG
HighPoint Advisor Group’s Sun Communities SUI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $226K | Sell |
1,788
-9
| -0.5% | -$1.14K | 0.01% | 613 |
|
2025
Q1 | $222K | Buy |
1,797
+12
| +0.7% | +$1.48K | 0.01% | 589 |
|
2024
Q4 | $225K | Buy |
1,785
+37
| +2% | +$4.67K | 0.01% | 607 |
|
2024
Q3 | $228K | Buy |
+1,748
| New | +$228K | 0.01% | 574 |
|
2024
Q1 | – | Sell |
-1,654
| Closed | -$208K | – | 663 |
|
2023
Q4 | $208K | Buy |
+1,654
| New | +$208K | 0.01% | 583 |
|
2022
Q2 | $248K | Buy |
+1,535
| New | +$248K | 0.03% | 438 |
|