LFA
LGT Financial Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-38
| Closed | -$4.89K | – | 628 |
|
|
2025
Q1 | $4.89K | Sell |
38
-231
| -86% | -$29.7K | 0.01% | 225 |
|
|
2024
Q4 | $33K | Sell |
269
-69
| -20% | -$8.48K | 0.07% | 210 |
|
|
2024
Q3 | $45.7K | Sell |
338
-279
| -45% | -$37.7K | 0.11% | 134 |
|
|
2024
Q2 | $74.2K | Sell |
617
-545
| -47% | -$65.6K | 0.16% | 111 |
|
|
2024
Q1 | $149K | Sell |
1,162
-51
| -4% | -$6.56K | 0.17% | 139 |
|
|
2023
Q4 | $162K | Buy |
1,213
+22
| +2% | +$2.94K | 0.2% | 121 |
|
|
2023
Q3 | $141K | Buy |
+1,191
| New | +$141K | 0.18% | 124 |
|
|
2023
Q2 | – | Sell |
-1,654
| Closed | -$233K | – | 212 |
|
|
2023
Q1 | $233K | Buy |
1,654
+218
| +15% | +$30.7K | 0.43% | 70 |
|
|
2022
Q4 | $205K | Buy |
+1,436
| New | +$205K | 0.24% | 99 |
|