PMFA
Plante Moran Financial Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.4K | Hold |
509
| – | – | ﹤0.01% | 299 |
|
|
2025
Q1 | $65.5K | Hold |
509
| – | – | 0.01% | 298 |
|
|
2024
Q4 | $62.6K | Hold |
509
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $68.8K | Hold |
509
| – | – | 0.01% | 340 |
|
|
2024
Q2 | $61.2K | Hold |
509
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $65.4K | Hold |
509
| – | – | 0.01% | 303 |
|
|
2023
Q4 | $68K | Hold |
509
| – | – | 0.01% | 290 |
|
|
2023
Q3 | $60.2K | Hold |
509
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $66.4K | Hold |
509
| – | – | 0.01% | 267 |
|
|
2023
Q1 | $71.7K | Hold |
509
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $72.8K | Hold |
509
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $69K | Sell |
509
-13
| -2% | -$1.76K | 0.01% | 266 |
|
|
2022
Q2 | $83K | Sell |
522
-707
| -58% | -$112K | 0.01% | 240 |
|
|
2022
Q1 | $215K | Buy |
1,229
+720
| +141% | +$126K | 0.04% | 159 |
|
|
2021
Q4 | $107K | Buy |
509
+500
| +5,556% | +$105K | 0.02% | 242 |
|
|
2021
Q3 | $2K | Sell |
9
-16
| -64% | -$3.56K | ﹤0.01% | 875 |
|
|
2021
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 828 |
|
|
2021
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 829 |
|
|
2020
Q4 | $4K | Buy |
25
+16
| +178% | +$2.56K | ﹤0.01% | 730 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 821 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 722 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 706 |
|
|
2019
Q4 | $1K | Sell |
9
-49
| -84% | -$5.44K | ﹤0.01% | 728 |
|
|
2019
Q3 | $9K | Buy |
58
+14
| +32% | +$2.17K | ﹤0.01% | 615 |
|
|
2019
Q2 | $6K | Buy |
44
+1
| +2% | +$136 | ﹤0.01% | 631 |
|
|
2019
Q1 | $5K | Buy |
43
+2
| +5% | +$233 | ﹤0.01% | 640 |
|
|
2018
Q4 | $4K | Sell |
41
-15
| -27% | -$1.46K | ﹤0.01% | 631 |
|
|
2018
Q3 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 574 |
|
|
2016
Q4 | – | Sell |
-955
| Closed | -$75K | – | 1031 |
|
|
2016
Q3 | $75K | Hold |
955
| – | – | 0.05% | 250 |
|
|
2016
Q2 | $73K | Hold |
955
| – | – | 0.05% | 235 |
|
|
2016
Q1 | $68K | Hold |
955
| – | – | 0.05% | 222 |
|
|
2015
Q4 | $65K | Hold |
955
| – | – | 0.05% | 241 |
|
|
2015
Q3 | $65K | Hold |
955
| – | – | 0.05% | 231 |
|
|
2015
Q2 | $59K | Hold |
955
| – | – | 0.04% | 265 |
|
|
2015
Q1 | $64K | Hold |
955
| – | – | 0.04% | 244 |
|
|
2014
Q4 | $58K | Hold |
955
| – | – | 0.04% | 259 |
|
|
2014
Q3 | $48K | Buy |
+955
| New | +$48K | 0.04% | 263 |
|