SkyOak Wealth’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 | $580K | Hold |
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|
2025
Q1 | $590K | Sell |
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|
2024
Q4 | $608K | Hold |
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|
2024
Q3 | $668K | Sell |
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|
2024
Q2 | $680K | Hold |
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|
2024
Q1 | $726K | Hold |
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|
2023
Q4 | $755K | Hold |
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|
2023
Q3 | $669K | Sell |
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|
2023
Q2 | $871K | Hold |
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|
2023
Q1 | $940K | Sell |
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $1.04M | Hold |
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|
2022
Q2 | $1.23M | Hold |
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|
2022
Q1 | $1.35M | Hold |
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|
2021
Q4 | $1.62M | Sell |
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|
2021
Q3 | $1.89M | Hold |
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|
2021
Q2 | $1.75M | Sell |
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|
2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $1.73M | Sell |
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|
2020
Q3 | $1.65M | Sell |
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|
2020
Q2 | $1.67M | Hold |
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|
2020
Q1 | $1.54M | Sell |
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|
2019
Q4 | $1.88M | Buy |
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