Janney Montgomery Scott’s Sun Communities SUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,119
Closed -$1.17M 2824
2025
Q1
$1.17M Sell
9,119
-6,154
-40% -$792K ﹤0.01% 1443
2024
Q4
$1.88M Sell
15,273
-512
-3% -$63K 0.01% 1184
2024
Q3
$2.13M Buy
15,785
+11
+0.1% +$1.49K 0.01% 1112
2024
Q2
$1.9M Buy
15,774
+1,339
+9% +$161K 0.01% 1127
2024
Q1
$1.86M Buy
14,435
+838
+6% +$108K 0.01% 1192
2023
Q4
$1.82M Sell
13,597
-734
-5% -$98.1K 0.01% 1145
2023
Q3
$1.7M Buy
14,331
+3,268
+30% +$387K 0.01% 1088
2023
Q2
$1.44M Sell
11,063
-283
-2% -$36.9K 0.01% 1225
2023
Q1
$1.6M Sell
11,346
-146
-1% -$20.6K 0.01% 1079
2022
Q4
$1.64M Sell
11,492
-2,127
-16% -$304K 0.01% 1116
2022
Q3
$1.84M Sell
13,619
-12
-0.1% -$1.62K 0.01% 1007
2022
Q2
$2.17M Sell
13,631
-788
-5% -$126K 0.01% 894
2022
Q1
$2.53M Sell
14,419
-630
-4% -$110K 0.01% 821
2021
Q4
$3.16M Buy
15,049
+434
+3% +$91.1K 0.01% 788
2021
Q3
$2.71M Sell
14,615
-1,074
-7% -$199K 0.01% 813
2021
Q2
$2.69M Buy
15,689
+653
+4% +$112K 0.01% 815
2021
Q1
$2.26M Buy
15,036
+20
+0.1% +$3K 0.01% 830
2020
Q4
$2.28M Sell
15,016
-142
-0.9% -$21.6K 0.01% 817
2020
Q3
$2.13M Sell
15,158
-605
-4% -$85.1K 0.01% 783
2020
Q2
$2.14M Sell
15,763
-1,106
-7% -$150K 0.01% 747
2020
Q1
$2.11M Buy
16,869
+2,026
+14% +$253K 0.02% 681
2019
Q4
$2.23M Sell
14,843
-78
-0.5% -$11.7K 0.01% 750
2019
Q3
$2.22M Sell
14,921
-3,993
-21% -$593K 0.02% 722
2019
Q2
$2.43M Sell
18,914
-474
-2% -$60.8K 0.02% 655
2019
Q1
$2.3M Sell
19,388
-170
-0.9% -$20.2K 0.02% 650
2018
Q4
$1.99M Sell
19,558
-139
-0.7% -$14.1K 0.02% 643
2018
Q3
$2M Sell
19,697
-256
-1% -$26K 0.02% 697
2018
Q2
$1.95M Buy
19,953
+104
+0.5% +$10.2K 0.02% 687
2018
Q1
$1.81M Sell
19,849
-422
-2% -$38.6K 0.02% 695
2017
Q4
$1.88M Sell
20,271
-234
-1% -$21.7K 0.02% 669
2017
Q3
$1.76M Buy
20,505
+192
+0.9% +$16.5K 0.02% 658
2017
Q2
$1.78M Buy
20,313
+214
+1% +$18.8K 0.02% 622
2017
Q1
$1.62M Sell
20,099
-1,669
-8% -$134K 0.02% 652
2016
Q4
$1.67M Buy
+21,768
New +$1.67M 0.03% 561