MAI Capital Management’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 | $33.8K | Buy |
267
+166
| +164% | +$21K | ﹤0.01% | 1960 |
|
|
2025
Q1 | $13K | Sell |
101
-5
| -5% | -$645 | ﹤0.01% | 2226 |
|
|
2024
Q4 | $13K | Buy |
+106
| New | +$13K | ﹤0.01% | 2246 |
|
|
2022
Q3 | – | Sell |
-4,151
| Closed | -$662K | – | 985 |
|
|
2022
Q2 | $662K | Buy |
4,151
+15
| +0.4% | +$2.39K | 0.01% | 458 |
|
|
2022
Q1 | $725K | Buy |
4,136
+367
| +10% | +$64.3K | 0.01% | 446 |
|
|
2021
Q4 | $791K | Buy |
3,769
+96
| +3% | +$20.1K | 0.01% | 437 |
|
|
2021
Q3 | $680K | Sell |
3,673
-702
| -16% | -$130K | 0.01% | 431 |
|
|
2021
Q2 | $750K | Hold |
4,375
| – | – | 0.01% | 406 |
|
|
2021
Q1 | $656K | Sell |
4,375
-90
| -2% | -$13.5K | 0.01% | 407 |
|
|
2020
Q4 | $678K | Sell |
4,465
-217
| -5% | -$33K | 0.02% | 385 |
|
|
2020
Q3 | $658K | Sell |
4,682
-847
| -15% | -$119K | 0.02% | 328 |
|
|
2020
Q2 | $750K | Sell |
5,529
-580
| -9% | -$78.7K | 0.02% | 312 |
|
|
2020
Q1 | $763K | Buy |
6,109
+19
| +0.3% | +$2.37K | 0.03% | 280 |
|
|
2019
Q4 | $914K | Sell |
6,090
-150
| -2% | -$22.5K | 0.03% | 298 |
|
|
2019
Q3 | $926K | Buy |
+6,240
| New | +$926K | 0.04% | 248 |
|