Steward Partners Investment Advisory’s Sun Communities SUI Stock Holding History

Steward Partners Investment Advisory’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.64M	Buy	20,930 +268	+1%	+$34.6K	0.01%	749
2025 Q4	$2.56M	Sell	20,662 -2,350	-10%	-$294K	0.01%	685
2025 Q3	$2.97M	Sell	23,012 -90	-0.4%	-$11.4K	0.02%	639
2025 Q2	$2.92M	Buy	23,102 +113	+0.5%	+$14K	0.02%	578
2025 Q1	$2.96M	Sell	22,989 -73	-0.3%	-$9.33K	0.03%	535
2024 Q4	$2.84M	Sell	23,062 -359	-2%	-$46K	0.03%	528
2024 Q3	$3.17M	Sell	23,421 -45	-0.2%	-$5.92K	0.03%	494
2024 Q2	$2.82M	Sell	23,466 -161	-0.7%	-$19.1K	0.03%	488
2024 Q1	$3.04M	Buy	23,627 +148	+0.6%	+$19.2K	0.03%	450
2023 Q4	$3.14M	Sell	23,479 -28	-0.1%	-$3.37K	0.04%	387
2023 Q3	$2.78M	Buy	23,507 +241	+1%	+$30.6K	0.04%	384
2023 Q2	$3.04M	Sell	23,266 -26	-0.1%	-$3.48K	0.05%	366
2023 Q1	$3.28M	Sell	23,292 -107	-0.5%	-$15.6K	0.05%	344
2022 Q4	$3.35M	Sell	23,399 -13	-0.1%	-$1.77K	0.06%	331
2022 Q3	$3.17M	Buy	23,412 +12	+0.1%	+$1.9K	0.06%	322
2022 Q2	$3.73M	Sell	23,400 -5,971	-20%	-$1M	0.07%	292
2022 Q1	$5.15M	Sell	29,371 -4,987	-15%	-$927K	0.08%	256
2021 Q4	$7.21M	Sell	34,358 -51,548	-60%	-$10.2M	0.11%	200
2021 Q3	$15.9M	Buy	85,906 +219	+0.3%	+$42.3K	0.27%	83
2021 Q2	$14.7M	Sell	85,687 -3,410	-4%	-$565K	0.25%	90
2021 Q1	$13.4M	Sell	89,097 -3,095	-3%	-$457K	0.23%	100
2020 Q4	$14M	Buy	92,192 +66	+0.1%	+$9.55K	0.3%	78
2020 Q3	$13M	Sell	92,126 -55	-0.1%	-$7.89K	0.33%	75
2020 Q2	$12.5M	Buy	92,181 +17	+0%	+$2.26K	0.36%	66
2020 Q1	$11.5M	Sell	92,164 -92,114	-50%	-$13.9M	0.42%	55
2019 Q4	$27.7M	Buy	184,278 +184,222	+328,968%	+$28.7M	0.82%	19
2019 Q3	$8K	Hold	56	–	–	﹤0.01%	2099
2019 Q2	$7K	Buy	+56	New	+$6.95K	﹤0.01%	2130
2018 Q4	–	Sell	-56	Closed	-$6K	–	1989
2018 Q3	$6K	Hold	56	–	–	﹤0.01%	2076
2018 Q2	$5K	Sell	56 -11,059	-99%	-$1.04M	﹤0.01%	2013
2018 Q1	$1.01M	Buy	+11,115	New	+$981K	0.07%	265