Lee Financial’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 | $323K | Buy |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $848K | Buy |
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|
2024
Q2 | $751K | Hold |
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|
2024
Q1 | $802K | Hold |
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|
2023
Q4 | $834K | Hold |
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|
2023
Q3 | $738K | Buy |
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|
2023
Q2 | $605K | Hold |
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|
2023
Q1 | $653K | Hold |
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|
2022
Q4 | $663K | Buy |
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|
2022
Q3 | $521K | Hold |
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|
2022
Q2 | $614K | Hold |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $502K | Buy |
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|
2021
Q3 | $438K | Hold |
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|
2021
Q2 | $407K | Hold |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $17K | Buy |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $17K | Hold |
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|
2019
Q3 | $17K | Hold |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $12K | Sell |
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|
2018
Q2 | $19K | Buy |
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|
2018
Q1 | $18K | Buy |
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|
2017
Q4 | $11K | Hold |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $10K | Hold |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $9K | Buy |
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