LF
Lee Financial’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
2,502
| – | – | 0.05% | 116 |
|
|
2025
Q1 | $322K | Hold |
2,502
| – | – | 0.05% | 116 |
|
|
2024
Q4 | $308K | Sell |
2,502
-3,775
| -60% | -$464K | 0.04% | 146 |
|
|
2024
Q3 | $848K | Buy |
6,277
+40
| +0.6% | +$5.41K | 0.12% | 94 |
|
|
2024
Q2 | $751K | Hold |
6,237
| – | – | 0.12% | 85 |
|
|
2024
Q1 | $802K | Hold |
6,237
| – | – | 0.13% | 81 |
|
|
2023
Q4 | $834K | Hold |
6,237
| – | – | 0.15% | 74 |
|
|
2023
Q3 | $738K | Buy |
6,237
+1,600
| +35% | +$189K | 0.14% | 70 |
|
|
2023
Q2 | $605K | Hold |
4,637
| – | – | 0.11% | 82 |
|
|
2023
Q1 | $653K | Hold |
4,637
| – | – | 0.11% | 73 |
|
|
2022
Q4 | $663K | Buy |
4,637
+782
| +20% | +$112K | 0.11% | 84 |
|
|
2022
Q3 | $521K | Hold |
3,855
| – | – | 0.1% | 89 |
|
|
2022
Q2 | $614K | Hold |
3,855
| – | – | 0.11% | 85 |
|
|
2022
Q1 | $676K | Buy |
3,855
+1,461
| +61% | +$256K | 0.12% | 83 |
|
|
2021
Q4 | $502K | Buy |
2,394
+24
| +1% | +$5.03K | 0.09% | 96 |
|
|
2021
Q3 | $438K | Hold |
2,370
| – | – | 0.09% | 101 |
|
|
2021
Q2 | $407K | Hold |
2,370
| – | – | 0.09% | 103 |
|
|
2021
Q1 | $356K | Buy |
2,370
+2,250
| +1,875% | +$338K | 0.08% | 105 |
|
|
2020
Q4 | $18K | Hold |
120
| – | – | ﹤0.01% | 308 |
|
|
2020
Q3 | $17K | Buy |
120
+15
| +14% | +$2.13K | ﹤0.01% | 331 |
|
|
2020
Q2 | $14K | Sell |
105
-10
| -9% | -$1.33K | ﹤0.01% | 323 |
|
|
2020
Q1 | $14K | Hold |
115
| – | – | ﹤0.01% | 263 |
|
|
2019
Q4 | $17K | Hold |
115
| – | – | ﹤0.01% | 272 |
|
|
2019
Q3 | $17K | Hold |
115
| – | – | ﹤0.01% | 272 |
|
|
2019
Q2 | $15K | Hold |
115
| – | – | ﹤0.01% | 300 |
|
|
2019
Q1 | $14K | Hold |
115
| – | – | ﹤0.01% | 295 |
|
|
2018
Q4 | $12K | Hold |
115
| – | – | ﹤0.01% | 268 |
|
|
2018
Q3 | $12K | Sell |
115
-81
| -41% | -$8.45K | ﹤0.01% | 302 |
|
|
2018
Q2 | $19K | Buy |
196
+7
| +4% | +$679 | ﹤0.01% | 358 |
|
|
2018
Q1 | $18K | Buy |
189
+74
| +64% | +$7.05K | ﹤0.01% | 365 |
|
|
2017
Q4 | $11K | Hold |
115
| – | – | ﹤0.01% | 310 |
|
|
2017
Q3 | $10K | Hold |
115
| – | – | ﹤0.01% | 339 |
|
|
2017
Q2 | $10K | Hold |
115
| – | – | ﹤0.01% | 325 |
|
|
2017
Q1 | $9K | Hold |
115
| – | – | ﹤0.01% | 297 |
|
|
2016
Q4 | $9K | Buy |
+115
| New | +$9K | 0.01% | 307 |
|