Orion Portfolio Solutions’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.19M | Buy |
9,218
+142
| +2% | +$18.3K | 0.01% | 992 |
|
|
2024
Q4 | $1.12M | Sell |
9,076
-1,216
| -12% | -$150K | 0.01% | 987 |
|
|
2024
Q3 | $1.39M | Sell |
10,292
-660
| -6% | -$89.2K | 0.01% | 874 |
|
|
2024
Q2 | $1.32M | Sell |
10,952
-1,158
| -10% | -$139K | 0.01% | 849 |
|
|
2024
Q1 | $1.56M | Sell |
12,110
-1,017
| -8% | -$131K | 0.02% | 779 |
|
|
2023
Q4 | $1.77M | Sell |
13,127
-2,216
| -14% | -$298K | 0.02% | 696 |
|
|
2023
Q3 | $1.82M | Sell |
15,343
-599
| -4% | -$70.9K | 0.02% | 656 |
|
|
2023
Q2 | $2.08M | Sell |
15,942
-1,087
| -6% | -$142K | 0.02% | 634 |
|
|
2023
Q1 | $2.4M | Buy |
+17,029
| New | +$2.4M | 0.03% | 523 |
|
|
2020
Q3 | – | Sell |
-43
| Closed | -$6K | – | 1844 |
|
|
2020
Q2 | $6K | Sell |
43
-84
| -66% | -$11.7K | ﹤0.01% | 1412 |
|
|
2020
Q1 | $16K | Buy |
127
+12
| +10% | +$1.51K | ﹤0.01% | 915 |
|
|
2019
Q4 | $17K | Buy |
+115
| New | +$17K | ﹤0.01% | 830 |
|