PMA
Prudent Man Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
1,632
+21
| +1% | +$2.66K | 0.07% | 168 |
|
|
2025
Q1 | $207K | Buy |
+1,611
| New | +$207K | 0.08% | 158 |
|
|
2024
Q4 | – | Sell |
-1,808
| Closed | -$244K | – | 188 |
|
|
2024
Q3 | $244K | Hold |
1,808
| – | – | 0.08% | 148 |
|
|
2024
Q2 | $218K | Buy |
1,808
+99
| +6% | +$11.9K | 0.08% | 155 |
|
|
2024
Q1 | $220K | Sell |
1,709
-156
| -8% | -$20.1K | 0.08% | 155 |
|
|
2023
Q4 | $249K | Sell |
1,865
-16
| -0.9% | -$2.14K | 0.09% | 149 |
|
|
2023
Q3 | $223K | Hold |
1,881
| – | – | 0.09% | 159 |
|
|
2023
Q2 | $245K | Buy |
1,881
+248
| +15% | +$32.3K | 0.09% | 158 |
|
|
2023
Q1 | $230K | Hold |
1,633
| – | – | 0.09% | 163 |
|
|
2022
Q4 | $234K | Buy |
1,633
+154
| +10% | +$22.1K | 0.09% | 168 |
|
|
2022
Q3 | $200K | Buy |
+1,479
| New | +$200K | 0.09% | 159 |
|
|
2021
Q4 | – | Sell |
-1,142
| Closed | -$211K | – | 211 |
|
|
2021
Q3 | $211K | Buy |
+1,142
| New | +$211K | 0.08% | 192 |
|