Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $230K | Sell |
1,698
-24
| -1% | -$3.16K | ﹤0.01% | 3106 |
|
|
2024
Q2 | $207K | Buy |
1,722
+82
| +5% | +$9.74K | ﹤0.01% | 3100 |
|
|
2024
Q1 | $211K | Sell |
1,640
-150
| -8% | -$19.5K | ﹤0.01% | 3068 |
|
|
2023
Q4 | $239K | Buy |
1,790
+55
| +3% | +$6.63K | ﹤0.01% | 2890 |
|
|
2023
Q3 | $205K | Buy |
1,735
+85
| +5% | +$10.8K | ﹤0.01% | 2916 |
|
|
2023
Q2 | $215K | Buy |
1,650
+25
| +2% | +$3.34K | ﹤0.01% | 2891 |
|
|
2023
Q1 | $229K | Sell |
1,625
-814
| -33% | -$119K | ﹤0.01% | 2817 |
|
|
2022
Q4 | $349K | Sell |
2,439
-502
| -17% | -$68.6K | ﹤0.01% | 2486 |
|
|
2022
Q3 | $398K | Sell |
2,941
-983
| -25% | -$155K | ﹤0.01% | 2385 |
|
|
2022
Q2 | $625K | Sell |
3,924
-211
| -5% | -$35.4K | ﹤0.01% | 2136 |
|
|
2022
Q1 | $725K | Sell |
4,135
-1,210
| -23% | -$225K | ﹤0.01% | 2152 |
|
|
2021
Q4 | $1.12M | Buy |
5,345
+104
| +2% | +$20.5K | ﹤0.01% | 1904 |
|
|
2021
Q3 | $970K | Buy |
5,241
+1,908
| +57% | +$368K | ﹤0.01% | 1983 |
|
|
2021
Q2 | $571K | Buy |
3,333
+131
| +4% | +$21.7K | ﹤0.01% | 2289 |
|
|
2021
Q1 | $480K | Sell |
3,202
-432
| -12% | -$63.8K | ﹤0.01% | 2315 |
|
|
2020
Q4 | $552K | Sell |
3,634
-266
| -7% | -$38.5K | ﹤0.01% | 2077 |
|
|
2020
Q3 | $548K | Sell |
3,900
-681
| -15% | -$97.7K | ﹤0.01% | 1902 |
|
|
2020
Q2 | $622K | Sell |
4,581
-3,054
| -40% | -$405K | ﹤0.01% | 1771 |
|
|
2020
Q1 | $953K | Sell |
7,635
-1,230
| -14% | -$186K | ﹤0.01% | 1226 |
|
|
2019
Q4 | $1.33M | Buy |
8,865
+1,490
| +20% | +$232K | ﹤0.01% | 1382 |
|
|
2019
Q3 | $1.09M | Buy |
7,375
+703
| +11% | +$99.3K | ﹤0.01% | 1422 |
|
|
2019
Q2 | $855K | Sell |
6,672
-938
| -12% | -$116K | ﹤0.01% | 1586 |
|
|
2019
Q1 | $902K | Sell |
7,610
-578
| -7% | -$64.3K | ﹤0.01% | 1514 |
|
|
2018
Q4 | $833K | Buy |
8,188
+605
| +8% | +$61.6K | ﹤0.01% | 1359 |
|
|
2018
Q3 | $770K | Sell |
7,583
-285
| -4% | -$28.5K | ﹤0.01% | 1637 |
|
|
2018
Q2 | $770K | Sell |
7,868
-996
| -11% | -$93.6K | ﹤0.01% | 1593 |
|
|
2018
Q1 | $810K | Sell |
8,864
-212
| -2% | -$18.7K | ﹤0.01% | 1443 |
|
|
2017
Q4 | $842K | Buy |
9,076
+114
| +1% | +$10.5K | 0.01% | 1408 |
|
|
2017
Q3 | $768K | Sell |
8,962
-815
| -8% | -$72K | ﹤0.01% | 1464 |
|
|
2017
Q2 | $857K | Buy |
9,777
+310
| +3% | +$26.6K | 0.01% | 1362 |
|
|
2017
Q1 | $760K | Sell |
9,467
-167
| -2% | -$13.3K | 0.01% | 1334 |
|
|
2016
Q4 | $738K | Sell |
9,634
-685
| -7% | -$51.2K | 0.01% | 1287 |
|
|
2016
Q3 | $810K | Buy |
10,319
+1,438
| +16% | +$112K | 0.01% | 1213 |
|
|
2016
Q2 | $681K | Buy |
8,881
+294
| +3% | +$20.7K | 0.01% | 1251 |
|
|
2016
Q1 | $615K | Buy |
+8,587
| New | +$579K | 0.01% | 1157 |
|
Other funds holding SUI
Raymond James Financial Services Advisors's SUI Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its Sun Communities (SUI) stake by 1.4% in Q3 2024, selling an estimated $3.16K and leaving 1,698 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.
Raymond James Financial Services Advisors first reported a position in SUI in Q1 2016 and has held it in 35 quarters since. The position peaked at $1.33M in Q4 2019. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.
- Raymond James Financial Services Advisors held 1,698 shares of Sun Communities worth $230K as of Q3 2024.
- Raymond James Financial Services Advisors sold 24 Sun Communities shares in Q3 2024, an estimated $3.16K.
- Sun Communities made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3106 holding.
- Raymond James Financial Services Advisors first reported a position in Sun Communities in Q1 2016 and has held it in 35 quarters since.
- Raymond James Financial Services Advisors's Sun Communities position peaked at $1.33M in Q4 2019.
- 516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.