LPL Financial’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
30,271
+7,653
| +34% | +$968K | ﹤0.01% | 2519 |
|
|
2025
Q1 | $2.91M | Sell |
22,618
-2,942
| -12% | -$378K | ﹤0.01% | 2587 |
|
|
2024
Q4 | $3.14M | Buy |
25,560
+4,665
| +22% | +$574K | ﹤0.01% | 2453 |
|
|
2024
Q3 | $2.82M | Buy |
20,895
+1,816
| +10% | +$245K | ﹤0.01% | 2400 |
|
|
2024
Q2 | $2.3M | Buy |
19,079
+533
| +3% | +$64.1K | ﹤0.01% | 2464 |
|
|
2024
Q1 | $2.38M | Buy |
18,546
+925
| +5% | +$119K | ﹤0.01% | 2379 |
|
|
2023
Q4 | $2.36M | Buy |
17,621
+1,685
| +11% | +$225K | ﹤0.01% | 2264 |
|
|
2023
Q3 | $1.89M | Buy |
15,936
+2,420
| +18% | +$286K | ﹤0.01% | 2332 |
|
|
2023
Q2 | $1.76M | Sell |
13,516
-1,274
| -9% | -$166K | ﹤0.01% | 2341 |
|
|
2023
Q1 | $2.08M | Buy |
14,790
+1,188
| +9% | +$167K | ﹤0.01% | 2107 |
|
|
2022
Q4 | $1.95M | Sell |
13,602
-652
| -5% | -$93.2K | ﹤0.01% | 2089 |
|
|
2022
Q3 | $1.93M | Sell |
14,254
-1
| -0% | -$135 | ﹤0.01% | 2014 |
|
|
2022
Q2 | $2.27M | Buy |
14,255
+1,455
| +11% | +$232K | ﹤0.01% | 1928 |
|
|
2022
Q1 | $2.24M | Buy |
12,800
+1,257
| +11% | +$220K | ﹤0.01% | 1969 |
|
|
2021
Q4 | $2.42M | Sell |
11,543
-10
| -0.1% | -$2.1K | ﹤0.01% | 1939 |
|
|
2021
Q3 | $2.14M | Buy |
11,553
+879
| +8% | +$163K | ﹤0.01% | 1980 |
|
|
2021
Q2 | $1.83M | Buy |
10,674
+1,629
| +18% | +$279K | ﹤0.01% | 2046 |
|
|
2021
Q1 | $1.36M | Buy |
9,045
+2,100
| +30% | +$315K | ﹤0.01% | 2136 |
|
|
2020
Q4 | $1.06M | Buy |
6,945
+223
| +3% | +$33.9K | ﹤0.01% | 2131 |
|
|
2020
Q3 | $945K | Buy |
6,722
+539
| +9% | +$75.8K | ﹤0.01% | 1981 |
|
|
2020
Q2 | $839K | Sell |
6,183
-3,377
| -35% | -$458K | ﹤0.01% | 1957 |
|
|
2020
Q1 | $1.19M | Buy |
9,560
+2,242
| +31% | +$280K | ﹤0.01% | 1501 |
|
|
2019
Q4 | $1.1M | Buy |
7,318
+2,238
| +44% | +$336K | ﹤0.01% | 1761 |
|
|
2019
Q3 | $754K | Buy |
5,080
+3,466
| +215% | +$514K | ﹤0.01% | 1930 |
|
|
2019
Q2 | $207K | Sell |
1,614
-6,057
| -79% | -$777K | ﹤0.01% | 2992 |
|
|
2019
Q1 | $909K | Buy |
7,671
+1,712
| +29% | +$203K | ﹤0.01% | 1708 |
|
|
2018
Q4 | $606K | Sell |
5,959
-111
| -2% | -$11.3K | ﹤0.01% | 1885 |
|
|
2018
Q3 | $616K | Buy |
6,070
+3,144
| +107% | +$319K | ﹤0.01% | 2068 |
|
|
2018
Q2 | $286K | Sell |
2,926
-171
| -6% | -$16.7K | ﹤0.01% | 2674 |
|
|
2018
Q1 | $283K | Sell |
3,097
-281
| -8% | -$25.7K | ﹤0.01% | 2653 |
|
|
2017
Q4 | $313K | Sell |
3,378
-835
| -20% | -$77.4K | ﹤0.01% | 2434 |
|
|
2017
Q3 | $361K | Buy |
4,213
+745
| +21% | +$63.8K | ﹤0.01% | 2200 |
|
|
2017
Q2 | $304K | Buy |
+3,468
| New | +$304K | ﹤0.01% | 2281 |
|
|
2016
Q2 | – | Sell |
-15,662
| Closed | -$1.12M | – | 2952 |
|
|
2016
Q1 | $1.12M | Sell |
15,662
-4,664
| -23% | -$334K | ﹤0.01% | 1587 |
|
|
2015
Q4 | $1.39M | Buy |
20,326
+9,232
| +83% | +$633K | ﹤0.01% | 1413 |
|
|
2015
Q3 | $760K | Sell |
11,094
-327
| -3% | -$22.4K | ﹤0.01% | 1452 |
|
|
2015
Q2 | $741K | Sell |
11,421
-1,755
| -13% | -$114K | ﹤0.01% | 1583 |
|
|
2015
Q1 | $870K | Sell |
13,176
-2,983
| -18% | -$197K | ﹤0.01% | 1459 |
|
|
2014
Q4 | $977K | Sell |
16,159
-7,808
| -33% | -$472K | 0.01% | 1322 |
|
|
2014
Q3 | $1.22M | Buy |
23,967
+1,198
| +5% | +$61.2K | 0.01% | 1146 |
|
|
2014
Q2 | $1.14M | Sell |
22,769
-12,669
| -36% | -$632K | 0.01% | 1227 |
|
|
2014
Q1 | $1.6M | Sell |
35,438
-7,140
| -17% | -$322K | 0.01% | 959 |
|
|
2013
Q4 | $1.82M | Sell |
42,578
-7,393
| -15% | -$315K | 0.01% | 878 |
|
|
2013
Q3 | $2.14M | Buy |
49,971
+9,196
| +23% | +$394K | 0.01% | 752 |
|
|
2013
Q2 | $2.03M | Buy |
+40,775
| New | +$2.03M | 0.01% | 723 |
|