OFI Invest Asset 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
$491K Buy
4,560
+20
+0.4% +$2.16K 0.01% 185
2025
Q1
$541K Sell
4,540
-235
-5% -$28K 0.01% 234
2024
Q4
$567K Buy
+4,775
New +$567K 0.01% 231
2024
Q2
$566K Hold
5,039
0.02% 222
2024
Q1
$600K Sell
5,039
-615
-11% -$73.2K 0.02% 148
2023
Q4
$684K Sell
5,654
-1,251
-18% -$151K 0.02% 140
2023
Q3
$772K Sell
6,905
-459
-6% -$51.3K 0.03% 122
2023
Q2
$961K Sell
7,364
-1,041,065
-99% -$136M 0.04% 86
2023
Q1
$7.44M Buy
+1,048,429
New +$7.44M 0.04% 93