HRT Financial’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-137,697
| Closed | -$17.1M | – | 4857 |
|
|
2025
Q4 | $17.1M | Buy |
+137,697
| New | +$17.2M | 0.07% | 274 |
|
|
2025
Q2 | – | Sell |
-39,851
| Closed | -$5.13M | – | 3548 |
|
|
2025
Q1 | $5.13M | Buy |
+39,851
| New | +$5.1M | 0.04% | 429 |
|
|
2024
Q4 | – | Sell |
-106,464
| Closed | -$14.4M | – | 3241 |
|
|
2024
Q3 | $14.4M | Buy |
106,464
+49,626
| +87% | +$6.53M | 0.08% | 179 |
|
|
2024
Q2 | $6.84M | Buy |
56,838
+19,636
| +53% | +$2.33M | 0.04% | 311 |
|
|
2024
Q1 | $4.78M | Sell |
37,202
-8,597
| -19% | -$1.12M | 0.03% | 272 |
|
|
2023
Q4 | $6.12M | Buy |
45,799
+201
| +0.4% | +$24.2K | 0.05% | 243 |
|
|
2023
Q3 | $5.4M | Sell |
45,598
-61,279
| -57% | -$7.78M | 0.06% | 265 |
|
|
2023
Q2 | $13.9M | Buy |
106,877
+57,271
| +115% | +$7.66M | 0.13% | 106 |
|
|
2023
Q1 | $6.99M | Sell |
49,606
-66,730
| -57% | -$9.75M | 0.09% | 192 |
|
|
2022
Q4 | $16.6M | Sell |
116,336
-108,188
| -48% | -$14.8M | 0.24% | 72 |
|
|
2022
Q3 | $30.4M | Buy |
+224,524
| New | +$35.5M | 0.34% | 49 |
|
|
2022
Q2 | – | Sell |
-5,505
| Closed | -$964K | – | 3764 |
|
|
2022
Q1 | $964K | Buy |
+5,505
| New | +$1.02M | 0.01% | 1100 |
|
|
2021
Q3 | – | Sell |
-16,420
| Closed | -$2.81M | – | 3792 |
|
|
2021
Q2 | $2.81M | Sell |
16,420
-2,908
| -15% | -$482K | 0.03% | 478 |
|
|
2021
Q1 | $2.9M | Buy |
+19,328
| New | +$2.85M | 0.03% | 445 |
|
|
2020
Q4 | – | Sell |
-32,159
| Closed | -$4.52M | – | 2463 |
|
|
2020
Q3 | $4.52M | Buy |
+32,159
| New | +$4.61M | 0.15% | 113 |
|
|
2020
Q2 | – | Sell |
-4,333
| Closed | -$540K | – | 1778 |
|
|
2020
Q1 | $540K | Buy |
+4,333
| New | +$654K | 0.04% | 371 |
|
Other funds holding SUI
VPM
VCM
