Pasadena Private Wealth’s Sun Communities SUI Stock Holding History

Pasadena Private Wealth’s Portfolio SUI Stock Details SUI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$223K	Sell
2025 Q3	$504K	Buy
2025 Q2	$491K	Sell
2025 Q1	$535K	Sell
2024 Q4	$534K	Sell
2024 Q3	$607K	Sell
2024 Q2	$559K	Buy
2024 Q1	$593K	Buy
2023 Q4	$591K	Buy