LT
Legacy Trust’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,081
| Closed | -$625K | – | 163 |
|
|
2024
Q4 | $625K | Buy |
+5,081
| New | +$625K | 0.15% | 95 |
|
|
2024
Q1 | – | Sell |
-21,040
| Closed | -$2.81M | – | 158 |
|
|
2023
Q4 | $2.81M | Sell |
21,040
-4,012
| -16% | -$536K | 0.73% | 47 |
|
|
2023
Q3 | $2.96M | Buy |
25,052
+9
| +0% | +$1.07K | 0.86% | 44 |
|
|
2023
Q2 | $3.27M | Hold |
25,043
| – | – | 0.9% | 38 |
|
|
2023
Q1 | $3.53M | Sell |
25,043
-120,000
| -83% | -$16.9M | 1.05% | 34 |
|
|
2022
Q4 | $20.7M | Buy |
+145,043
| New | +$20.7M | 6.4% | 1 |
|