Kovitz Investment Group Partners’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $304K | Buy |
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|
2025
Q2 | $297K | Sell |
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|
2025
Q1 | $349K | Sell |
|
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $460K | Sell |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $531K | Buy |
|
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|
2023
Q4 | $419K | Hold |
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|
2023
Q3 | $371K | Hold |
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|
2023
Q2 | $409K | Buy |
|