Pasadena Private Wealth’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 | Sell |
3,886
-276
| -7% | -$34.9K | 0.08% | 106 |
|
|
2025
Q1 | $535K | Sell |
4,162
-180
| -4% | -$23.2K | 0.1% | 98 |
|
|
2024
Q4 | $534K | Sell |
4,342
-153
| -3% | -$18.8K | 0.11% | 84 |
|
|
2024
Q3 | $607K | Sell |
4,495
-148
| -3% | -$20K | 0.13% | 77 |
|
|
2024
Q2 | $559K | Buy |
4,643
+30
| +0.7% | +$3.61K | 0.13% | 78 |
|
|
2024
Q1 | $593K | Buy |
4,613
+188
| +4% | +$24.2K | 0.14% | 75 |
|
|
2023
Q4 | $591K | Buy |
+4,425
| New | +$591K | 0.14% | 72 |
|