Jones Financial Companies’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 | $390K | Buy |
3,079
+983
| +47% | +$124K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $273K | Buy |
2,096
+255
| +14% | +$33.2K | ﹤0.01% | 1365 |
|
|
2024
Q4 | $226K | Buy |
1,841
+629
| +52% | +$77.3K | ﹤0.01% | 1300 |
|
|
2024
Q3 | $165K | Buy |
1,212
+619
| +104% | +$84.1K | ﹤0.01% | 1204 |
|
|
2024
Q2 | $71.4K | Buy |
593
+478
| +416% | +$57.5K | ﹤0.01% | 1147 |
|
|
2024
Q1 | $14.8K | Buy |
115
+68
| +145% | +$8.74K | ﹤0.01% | 978 |
|
|
2023
Q4 | $6.28K | Buy |
47
+34
| +262% | +$4.54K | ﹤0.01% | 735 |
|
|
2023
Q3 | $1.54K | Buy |
+13
| New | +$1.54K | ﹤0.01% | 589 |
|
|
2023
Q1 | – | Sell |
-32
| Closed | -$5K | – | 763 |
|
|
2022
Q4 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 552 |
|
|
2022
Q3 | – | Sell |
-83
| Closed | -$13K | – | 726 |
|
|
2022
Q2 | $13K | Buy |
83
+39
| +89% | +$6.11K | ﹤0.01% | 450 |
|
|
2022
Q1 | $8K | Buy |
+44
| New | +$8K | ﹤0.01% | 534 |
|
|
2021
Q2 | – | Sell |
-24
| Closed | -$4K | – | 781 |
|
|
2021
Q1 | $4K | Sell |
24
-6
| -20% | -$1K | ﹤0.01% | 677 |
|
|
2020
Q4 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 510 |
|
|
2013
Q4 | – | Sell |
-309
| Closed | -$13K | – | 497 |
|
|
2013
Q3 | $13K | Hold |
309
| – | – | ﹤0.01% | 484 |
|
|
2013
Q2 | $15K | Buy |
+309
| New | +$15K | ﹤0.01% | 525 |
|