SOAMC
Spirit of America Management Corp’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
10,000
-1,000
| -9% | -$126K | 0.26% | 95 |
|
|
2025
Q1 | $1.42M | Hold |
11,000
| – | – | 0.29% | 85 |
|
|
2024
Q4 | $1.35M | Hold |
11,000
| – | – | 0.27% | 87 |
|
|
2024
Q3 | $1.49M | Sell |
11,000
-2,300
| -17% | -$311K | 0.3% | 80 |
|
|
2024
Q2 | $1.6M | Sell |
13,300
-2,300
| -15% | -$277K | 0.32% | 74 |
|
|
2024
Q1 | $2.01M | Hold |
15,600
| – | – | 0.4% | 67 |
|
|
2023
Q4 | $2.08M | Sell |
15,600
-1,500
| -9% | -$200K | 0.46% | 51 |
|
|
2023
Q3 | $2.02M | Sell |
17,100
-5,600
| -25% | -$663K | 0.46% | 46 |
|
|
2023
Q2 | $2.96M | Sell |
22,700
-6,350
| -22% | -$828K | 0.67% | 37 |
|
|
2023
Q1 | $4.09M | Sell |
29,050
-1,814
| -6% | -$256K | 0.92% | 27 |
|
|
2022
Q4 | $4.41M | Sell |
30,864
-1,800
| -6% | -$257K | 0.99% | 25 |
|
|
2022
Q3 | $4.42M | Sell |
32,664
-700
| -2% | -$94.7K | 1.05% | 26 |
|
|
2022
Q2 | $5.32M | Hold |
33,364
| – | – | 1.21% | 25 |
|
|
2022
Q1 | $5.85M | Buy |
33,364
+2,650
| +9% | +$465K | 1.14% | 24 |
|
|
2021
Q4 | $6.45M | Buy |
30,714
+200
| +0.7% | +$42K | 1.29% | 18 |
|
|
2021
Q3 | $5.65M | Hold |
30,514
| – | – | 1.22% | 24 |
|
|
2021
Q2 | $5.23M | Sell |
30,514
-750
| -2% | -$129K | 1.12% | 26 |
|
|
2021
Q1 | $4.69M | Sell |
31,264
-400
| -1% | -$60K | 1.11% | 24 |
|
|
2020
Q4 | $4.81M | Hold |
31,664
| – | – | 1.2% | 21 |
|
|
2020
Q3 | $4.45M | Hold |
31,664
| – | – | 1.21% | 23 |
|
|
2020
Q2 | $4.3M | Buy |
31,664
+1,650
| +5% | +$224K | 1.1% | 25 |
|
|
2020
Q1 | $3.75M | Sell |
30,014
-1,950
| -6% | -$243K | 1.21% | 23 |
|
|
2019
Q4 | $4.8M | Buy |
31,964
+470
| +1% | +$70.6K | 0.84% | 36 |
|
|
2019
Q3 | $4.68M | Sell |
31,494
-500
| -2% | -$74.2K | 0.76% | 40 |
|
|
2019
Q2 | $4.1M | Buy |
31,994
+1,074
| +3% | +$138K | 0.62% | 42 |
|
|
2019
Q1 | $3.66M | Buy |
30,920
+920
| +3% | +$109K | 0.54% | 45 |
|
|
2018
Q4 | $3.05M | Hold |
30,000
| – | – | 0.48% | 50 |
|
|
2018
Q3 | $3.05M | Buy |
30,000
+500
| +2% | +$50.8K | 0.38% | 56 |
|
|
2018
Q2 | $2.89M | Buy |
29,500
+500
| +2% | +$48.9K | 0.36% | 62 |
|
|
2018
Q1 | $2.65M | Buy |
29,000
+1,750
| +6% | +$160K | 0.35% | 62 |
|
|
2017
Q4 | $2.53M | Buy |
27,250
+250
| +0.9% | +$23.2K | 0.28% | 71 |
|
|
2017
Q3 | $2.31M | Buy |
27,000
+300
| +1% | +$25.7K | 0.24% | 80 |
|
|
2017
Q2 | $2.34M | Buy |
26,700
+4,500
| +20% | +$395K | 0.25% | 82 |
|
|
2017
Q1 | $1.78M | Buy |
22,200
+2,000
| +10% | +$161K | 0.19% | 98 |
|
|
2016
Q4 | $1.55M | Buy |
20,200
+2,000
| +11% | +$153K | 0.18% | 99 |
|
|
2016
Q3 | $1.43M | Hold |
18,200
| – | – | 0.19% | 102 |
|
|
2016
Q2 | $1.4M | Hold |
18,200
| – | – | 0.2% | 92 |
|
|
2016
Q1 | $1.3M | Hold |
18,200
| – | – | 0.23% | 88 |
|
|
2015
Q4 | $1.25M | Hold |
18,200
| – | – | 0.24% | 90 |
|
|
2015
Q3 | $1.23M | Sell |
18,200
-6,800
| -27% | -$461K | 0.26% | 85 |
|
|
2015
Q2 | $1.55M | Hold |
25,000
| – | – | 0.3% | 79 |
|
|
2015
Q1 | $1.67M | Hold |
25,000
| – | – | 0.35% | 73 |
|
|
2014
Q4 | $1.51M | Hold |
25,000
| – | – | 0.38% | 71 |
|
|
2014
Q3 | $1.26M | Sell |
25,000
-18,650
| -43% | -$942K | 0.38% | 69 |
|
|
2014
Q2 | $2.18M | Hold |
43,650
| – | – | 0.87% | 26 |
|
|
2014
Q1 | $1.97M | Sell |
43,650
-1,350
| -3% | -$60.9K | 0.81% | 30 |
|
|
2013
Q4 | $1.92M | Hold |
45,000
| – | – | 1.52% | 26 |
|
|
2013
Q3 | $1.92M | Hold |
45,000
| – | – | 0.71% | 37 |
|
|
2013
Q2 | $2.24M | Buy |
+45,000
| New | +$2.24M | 0.81% | 33 |
|