PFG Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,702
| Closed | -$219K | – | 751 |
|
|
2025
Q1 | $219K | Buy |
+1,702
| New | +$218K | 0.01% | 661 |
|
|
2024
Q4 | – | Sell |
-1,737
| Closed | -$235K | – | 730 |
|
|
2024
Q3 | $235K | Hold |
1,737
| – | – | 0.01% | 651 |
|
|
2024
Q2 | $209K | Hold |
1,737
| – | – | 0.01% | 643 |
|
|
2024
Q1 | $223K | Sell |
1,737
-520
| -23% | -$67.5K | 0.02% | 600 |
|
|
2023
Q4 | $302K | Hold |
2,257
| – | – | 0.02% | 479 |
|
|
2023
Q3 | $267K | Sell |
2,257
-20
| -0.9% | -$2.54K | 0.02% | 489 |
|
|
2023
Q2 | $297K | Buy |
2,277
+50
| +2% | +$6.69K | 0.02% | 523 |
|
|
2023
Q1 | $314K | Hold |
2,227
| – | – | 0.03% | 481 |
|
|
2022
Q4 | $318K | Buy |
2,227
+20
| +0.9% | +$2.73K | 0.03% | 441 |
|
|
2022
Q3 | $299K | Sell |
2,207
-25
| -1% | -$3.95K | 0.03% | 414 |
|
|
2022
Q2 | $356K | Hold |
2,232
| – | – | 0.04% | 289 |
|
|
2022
Q1 | $391K | Sell |
2,232
-30
| -1% | -$5.58K | 0.04% | 310 |
|
|
2021
Q4 | $475K | Hold |
2,262
| – | – | 0.05% | 365 |
|
|
2021
Q3 | $419K | Hold |
2,262
| – | – | 0.05% | 361 |
|
|
2021
Q2 | $388K | Sell |
2,262
-100
| -4% | -$16.6K | 0.04% | 361 |
|
|
2021
Q1 | $354K | Sell |
2,362
-117
| -5% | -$17.3K | 0.05% | 347 |
|
|
2020
Q4 | $377K | Hold |
2,479
| – | – | 0.06% | 274 |
|
|
2020
Q3 | $368K | Sell |
2,479
-91
| -4% | -$13.1K | 0.07% | 265 |
|
|
2020
Q2 | $348K | Buy |
2,570
+200
| +8% | +$26.5K | 0.08% | 233 |
|
|
2020
Q1 | $280K | Hold |
2,370
| – | – | 0.08% | 236 |
|
|
2019
Q4 | $351K | Sell |
2,370
-20
| -0.8% | -$3.12K | 0.09% | 227 |
|
|
2019
Q3 | $365K | Hold |
2,390
| – | – | 0.1% | 225 |
|
|
2019
Q2 | $318K | Sell |
2,390
-355
| -13% | -$44.1K | 0.09% | 236 |
|
|
2019
Q1 | $338K | Sell |
2,745
-173
| -6% | -$19.2K | 0.1% | 216 |
|
|
2018
Q4 | $326K | Buy |
+2,918
| New | +$297K | 0.1% | 213 |
|
Other funds holding SUI
