JFS Wealth Advisors’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 | $10.5K | Hold |
83
| – | – | ﹤0.01% | 852 |
|
|
2025
Q1 | $10.7K | Hold |
83
| – | – | ﹤0.01% | 860 |
|
|
2024
Q4 | $10.2K | Sell |
83
-7
| -8% | -$861 | ﹤0.01% | 840 |
|
|
2024
Q3 | $12.2K | Sell |
90
-9
| -9% | -$1.22K | ﹤0.01% | 790 |
|
|
2024
Q2 | $11.9K | Hold |
99
| – | – | ﹤0.01% | 741 |
|
|
2024
Q1 | $12.7K | Hold |
99
| – | – | ﹤0.01% | 741 |
|
|
2023
Q4 | $13.2K | Hold |
99
| – | – | ﹤0.01% | 696 |
|
|
2023
Q3 | $11.7K | Hold |
99
| – | – | ﹤0.01% | 678 |
|
|
2023
Q2 | $12.9K | Hold |
99
| – | – | ﹤0.01% | 654 |
|
|
2023
Q1 | $13.9K | Hold |
99
| – | – | ﹤0.01% | 610 |
|
|
2022
Q4 | $14.2K | Hold |
99
| – | – | ﹤0.01% | 603 |
|
|
2022
Q3 | $13K | Hold |
99
| – | – | ﹤0.01% | 663 |
|
|
2022
Q2 | $16K | Hold |
99
| – | – | ﹤0.01% | 639 |
|
|
2022
Q1 | $17K | Buy |
+99
| New | +$17K | ﹤0.01% | 650 |
|