OIA
Optimum Investment Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.5K | Hold |
700
| – | – | 0.04% | 269 |
|
|
2025
Q1 | $90K | Sell |
700
-75
| -10% | -$9.65K | 0.04% | 261 |
|
|
2024
Q4 | $95.3K | Hold |
775
| – | – | 0.04% | 258 |
|
|
2024
Q3 | $105K | Hold |
775
| – | – | 0.05% | 266 |
|
|
2024
Q2 | $93.3K | Hold |
775
| – | – | 0.04% | 277 |
|
|
2024
Q1 | $99.7K | Hold |
775
| – | – | 0.05% | 268 |
|
|
2023
Q4 | $104K | Hold |
775
| – | – | 0.05% | 257 |
|
|
2023
Q3 | $91.7K | Hold |
775
| – | – | 0.05% | 278 |
|
|
2023
Q2 | $101K | Hold |
775
| – | – | 0.05% | 270 |
|
|
2023
Q1 | $109K | Hold |
775
| – | – | 0.06% | 255 |
|
|
2022
Q4 | $111K | Hold |
775
| – | – | 0.06% | 252 |
|
|
2022
Q3 | $105K | Hold |
775
| – | – | 0.06% | 266 |
|
|
2022
Q2 | $124K | Hold |
775
| – | – | 0.06% | 251 |
|
|
2022
Q1 | $136K | Hold |
775
| – | – | 0.06% | 270 |
|
|
2021
Q4 | $163K | Hold |
775
| – | – | 0.06% | 262 |
|
|
2021
Q3 | $143K | Hold |
775
| – | – | 0.06% | 280 |
|
|
2021
Q2 | $133K | Hold |
775
| – | – | 0.04% | 334 |
|
|
2021
Q1 | $116K | Hold |
775
| – | – | 0.03% | 343 |
|
|
2020
Q4 | $118K | Hold |
775
| – | – | 0.04% | 327 |
|
|
2020
Q3 | $109K | Hold |
775
| – | – | 0.04% | 322 |
|
|
2020
Q2 | $105K | Hold |
775
| – | – | 0.04% | 321 |
|
|
2020
Q1 | $97K | Sell |
775
-700
| -47% | -$87.6K | 0.04% | 313 |
|
|
2019
Q4 | $221K | Hold |
1,475
| – | – | 0.07% | 256 |
|
|
2019
Q3 | $219K | Buy |
1,475
+300
| +26% | +$44.5K | 0.07% | 251 |
|
|
2019
Q2 | $151K | Buy |
1,175
+400
| +52% | +$51.4K | 0.05% | 311 |
|
|
2019
Q1 | $92K | Buy |
775
+100
| +15% | +$11.9K | 0.03% | 394 |
|
|
2018
Q4 | $69K | Sell |
675
-50
| -7% | -$5.11K | 0.02% | 410 |
|
|
2018
Q3 | $74K | Hold |
725
| – | – | 0.02% | 453 |
|
|
2018
Q2 | $71K | Buy |
725
+275
| +61% | +$26.9K | 0.02% | 461 |
|
|
2018
Q1 | $41K | Buy |
+450
| New | +$41K | 0.01% | 558 |
|