IFP Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
2,957
+3
| +0.1% | +$379 | 0.01% | 957 |
|
|
2025
Q1 | $380K | Sell |
2,954
-109
| -4% | -$14K | 0.01% | 874 |
|
|
2024
Q4 | $377K | Sell |
3,063
-198
| -6% | -$24.4K | 0.01% | 850 |
|
|
2024
Q3 | $441K | Sell |
3,261
-100
| -3% | -$13.5K | 0.02% | 737 |
|
|
2024
Q2 | $404K | Buy |
3,361
+122
| +4% | +$14.7K | 0.02% | 726 |
|
|
2024
Q1 | $416K | Sell |
3,239
-2,606
| -45% | -$335K | 0.02% | 674 |
|
|
2023
Q4 | $781K | Sell |
5,845
-402
| -6% | -$53.7K | 0.04% | 452 |
|
|
2023
Q3 | $739K | Sell |
6,247
-113
| -2% | -$13.4K | 0.03% | 478 |
|
|
2023
Q2 | $830K | Sell |
6,360
-77
| -1% | -$10K | 0.03% | 483 |
|
|
2023
Q1 | $270K | Sell |
6,437
-131
| -2% | -$5.5K | 0.01% | 822 |
|
|
2022
Q4 | $277K | Sell |
6,568
-466
| -7% | -$19.7K | 0.01% | 1177 |
|
|
2022
Q3 | $297K | Buy |
7,034
+74
| +1% | +$3.13K | 0.01% | 1205 |
|
|
2022
Q2 | $293K | Hold |
6,960
| – | – | 0.01% | 1090 |
|
|
2022
Q1 | $293K | Sell |
6,960
-174
| -2% | -$7.33K | 0.01% | 1090 |
|
|
2021
Q4 | $1.5M | Buy |
7,134
+4
| +0.1% | +$840 | 0.03% | 317 |
|
|
2021
Q3 | $1.33M | Buy |
7,130
+2
| +0% | +$372 | 0.03% | 328 |
|
|
2021
Q2 | $1.22M | Buy |
7,128
+3
| +0% | +$513 | 0.03% | 335 |
|
|
2021
Q1 | $1.07M | Sell |
7,125
-480
| -6% | -$72K | 0.02% | 352 |
|
|
2020
Q4 | $1.15M | Sell |
7,605
-118
| -2% | -$17.9K | 0.05% | 314 |
|
|
2020
Q3 | $1.08M | Sell |
7,723
-25
| -0.3% | -$3.51K | 0.06% | 277 |
|
|
2020
Q2 | $1.04M | Sell |
7,748
-783
| -9% | -$105K | 0.08% | 254 |
|
|
2020
Q1 | $972K | Sell |
8,531
-203
| -2% | -$23.1K | 0.1% | 216 |
|
|
2019
Q4 | $1.31M | Sell |
8,734
-343
| -4% | -$51.3K | 0.1% | 232 |
|
|
2019
Q3 | $1.35M | Buy |
+9,077
| New | +$1.35M | 0.09% | 248 |
|
|
2019
Q1 | $25K | Sell |
210
-2,998
| -93% | -$357K | ﹤0.01% | 1252 |
|
|
2018
Q4 | $323K | Buy |
3,208
+382
| +14% | +$38.5K | 0.02% | 686 |
|
|
2018
Q3 | $287K | Buy |
2,826
+652
| +30% | +$66.2K | 0.01% | 897 |
|
|
2018
Q2 | $213K | Buy |
2,174
+1,463
| +206% | +$143K | 0.01% | 1025 |
|
|
2018
Q1 | $66K | Hold |
711
| – | – | ﹤0.01% | 1646 |
|
|
2017
Q4 | $66K | Buy |
711
+69
| +11% | +$6.41K | ﹤0.01% | 1644 |
|
|
2017
Q3 | $55K | Buy |
642
+462
| +257% | +$39.6K | ﹤0.01% | 1923 |
|
|
2017
Q2 | $16K | Hold |
180
| – | – | ﹤0.01% | 2693 |
|
|
2017
Q1 | $14K | Buy |
180
+60
| +50% | +$4.67K | ﹤0.01% | 2707 |
|
|
2016
Q4 | $9K | Hold |
120
| – | – | ﹤0.01% | 2961 |
|
|
2016
Q3 | $9K | Hold |
120
| – | – | ﹤0.01% | 2897 |
|
|
2016
Q2 | $9K | Sell |
120
-90
| -43% | -$6.75K | ﹤0.01% | 2803 |
|
|
2016
Q1 | $25K | Buy |
210
+67
| +47% | +$7.98K | ﹤0.01% | 1252 |
|
|
2015
Q4 | $10K | Buy |
+143
| New | +$10K | ﹤0.01% | 2575 |
|