Laird Norton Wetherby Wealth Management’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
Q3 | $261K | Sell |
2,026
-89
| -4% | -$11.2K | 0.01% | 802 |
|
|
2025
Q2 | $268K | Buy |
+2,115
| New | +$262K | 0.01% | 766 |
|
|
2024
Q4 | $300K | Buy |
2,437
+54
| +2% | +$6.91K | 0.01% | 700 |
|
|
2024
Q3 | $322K | Sell |
2,383
-17
| -0.7% | -$2.23K | 0.01% | 703 |
|
|
2024
Q2 | $289K | Sell |
2,400
-285
| -11% | -$33.9K | 0.01% | 724 |
|
|
2024
Q1 | $345K | Sell |
2,685
-11
| -0.4% | -$1.43K | 0.02% | 696 |
|
|
2023
Q4 | $360K | Buy |
2,696
+159
| +6% | +$19.2K | 0.02% | 662 |
|
|
2023
Q3 | $300K | Sell |
2,537
-254
| -9% | -$32.2K | 0.02% | 686 |
|
|
2023
Q2 | $364K | Sell |
2,791
-329
| -11% | -$44K | 0.02% | 649 |
|
|
2023
Q1 | $440K | Sell |
3,120
-308
| -9% | -$45K | 0.03% | 583 |
|
|
2022
Q4 | $490K | Sell |
3,428
-39
| -1% | -$5.33K | 0.03% | 525 |
|
|
2022
Q3 | $469K | Buy |
3,467
+473
| +16% | +$74.8K | 0.03% | 519 |
|
|
2022
Q2 | $477K | Sell |
2,994
-123
| -4% | -$20.6K | 0.03% | 527 |
|
|
2022
Q1 | $546K | Sell |
3,117
-85
| -3% | -$15.8K | 0.03% | 496 |
|
|
2021
Q4 | $672K | Buy |
3,202
+61
| +2% | +$12K | 0.04% | 416 |
|
|
2021
Q3 | $581K | Buy |
3,141
+8
| +0.3% | +$1.54K | 0.04% | 458 |
|
|
2021
Q2 | $537K | Buy |
3,133
+59
| +2% | +$9.78K | 0.03% | 485 |
|
|
2021
Q1 | $461K | Sell |
3,074
-33
| -1% | -$4.87K | 0.04% | 459 |
|
|
2020
Q4 | $472K | Sell |
3,107
-90
| -3% | -$13K | 0.03% | 479 |
|
|
2020
Q3 | $449K | Sell |
3,197
-55
| -2% | -$7.89K | 0.04% | 407 |
|
|
2020
Q2 | $441K | Sell |
3,252
-580
| -15% | -$77K | 0.04% | 387 |
|
|
2020
Q1 | $479K | Buy |
3,832
+89
| +2% | +$13.4K | 0.05% | 331 |
|
|
2019
Q4 | $562K | Buy |
3,743
+233
| +7% | +$36.3K | 0.06% | 375 |
|
|
2019
Q3 | $521K | Buy |
3,510
+284
| +9% | +$40.1K | 0.05% | 382 |
|
|
2019
Q2 | $413K | Buy |
3,226
+225
| +7% | +$27.9K | 0.05% | 443 |
|
|
2019
Q1 | $355K | Sell |
3,001
-28
| -0.9% | -$3.11K | 0.04% | 461 |
|
|
2018
Q4 | $308K | Buy |
3,029
+68
| +2% | +$6.93K | 0.04% | 457 |
|
|
2018
Q3 | $301K | Buy |
2,961
+67
| +2% | +$6.69K | 0.04% | 499 |
|
|
2018
Q2 | $284K | Buy |
2,894
+276
| +11% | +$25.9K | 0.04% | 491 |
|
|
2018
Q1 | $239K | Buy |
2,618
+13
| +0.5% | +$1.15K | 0.03% | 550 |
|
|
2017
Q4 | $242K | Buy |
+2,605
| New | +$239K | 0.03% | 527 |
|
Other funds holding SUI
