Spire Wealth Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Sell |
395
-21
| -5% | -$2.66K | ﹤0.01% | 1190 |
|
|
2025
Q1 | $53.5K | Buy |
416
+65
| +19% | +$8.36K | ﹤0.01% | 1252 |
|
|
2024
Q4 | $43.1K | Buy |
351
+1
| +0.3% | +$123 | ﹤0.01% | 1333 |
|
|
2024
Q3 | $47.3K | Sell |
350
-130
| -27% | -$17.6K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $57.8K | Sell |
480
-25
| -5% | -$3.01K | ﹤0.01% | 1071 |
|
|
2024
Q1 | $64.9K | Hold |
505
| – | – | ﹤0.01% | 1126 |
|
|
2023
Q4 | $65.2K | Buy |
505
+40
| +9% | +$5.17K | ﹤0.01% | 1114 |
|
|
2023
Q3 | $55K | Buy |
465
+235
| +102% | +$27.8K | ﹤0.01% | 1148 |
|
|
2023
Q2 | $30K | Sell |
230
-4
| -2% | -$522 | ﹤0.01% | 1410 |
|
|
2023
Q1 | $33K | Sell |
234
-1
| -0.4% | -$141 | ﹤0.01% | 1394 |
|
|
2022
Q4 | $34K | Buy |
235
+90
| +62% | +$13K | ﹤0.01% | 1146 |
|
|
2022
Q3 | $20K | Buy |
145
+82
| +130% | +$11.3K | ﹤0.01% | 1338 |
|
|
2022
Q2 | $10K | Sell |
63
-153
| -71% | -$24.3K | ﹤0.01% | 1929 |
|
|
2022
Q1 | $38K | Sell |
216
-57
| -21% | -$10K | ﹤0.01% | 1553 |
|
|
2021
Q4 | $57K | Buy |
273
+237
| +658% | +$49.5K | ﹤0.01% | 1658 |
|
|
2021
Q3 | $7K | Hold |
36
| – | – | ﹤0.01% | 2210 |
|
|
2021
Q2 | $6K | Sell |
36
-76
| -68% | -$12.7K | ﹤0.01% | 2287 |
|
|
2021
Q1 | $17K | Buy |
+112
| New | +$17K | ﹤0.01% | 2222 |
|