Kovitz Investment Group Partners’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
2,351
-360
| -13% | -$45.5K | ﹤0.01% | 1139 |
|
|
2025
Q1 | $349K | Sell |
2,711
-239
| -8% | -$30.7K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $363K | Sell |
2,950
-455
| -13% | -$56K | ﹤0.01% | 987 |
|
|
2024
Q3 | $460K | Sell |
3,405
-254
| -7% | -$34.3K | ﹤0.01% | 766 |
|
|
2024
Q2 | $440K | Sell |
3,659
-470
| -11% | -$56.6K | ﹤0.01% | 668 |
|
|
2024
Q1 | $531K | Buy |
4,129
+996
| +32% | +$128K | 0.01% | 494 |
|
|
2023
Q4 | $419K | Hold |
3,133
| – | – | 0.01% | 340 |
|
|
2023
Q3 | $371K | Hold |
3,133
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $409K | Buy |
+3,133
| New | +$409K | 0.01% | 351 |
|