Steward Partners Investment Advisory’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 | $2.92M | Buy |
23,102
+113
| +0.5% | +$14.3K | 0.02% | 578 |
|
|
2025
Q1 | $2.96M | Sell |
22,989
-73
| -0.3% | -$9.39K | 0.03% | 535 |
|
|
2024
Q4 | $2.84M | Sell |
23,062
-359
| -2% | -$44.1K | 0.03% | 528 |
|
|
2024
Q3 | $3.17M | Sell |
23,421
-45
| -0.2% | -$6.08K | 0.03% | 494 |
|
|
2024
Q2 | $2.82M | Sell |
23,466
-161
| -0.7% | -$19.4K | 0.03% | 488 |
|
|
2024
Q1 | $3.04M | Buy |
23,627
+148
| +0.6% | +$19K | 0.03% | 450 |
|
|
2023
Q4 | $3.14M | Sell |
23,479
-28
| -0.1% | -$3.74K | 0.04% | 387 |
|
|
2023
Q3 | $2.78M | Buy |
23,507
+241
| +1% | +$28.5K | 0.04% | 384 |
|
|
2023
Q2 | $3.04M | Sell |
23,266
-26
| -0.1% | -$3.39K | 0.05% | 366 |
|
|
2023
Q1 | $3.28M | Sell |
23,292
-107
| -0.5% | -$15.1K | 0.05% | 344 |
|
|
2022
Q4 | $3.35M | Sell |
23,399
-13
| -0.1% | -$1.86K | 0.06% | 331 |
|
|
2022
Q3 | $3.17M | Buy |
23,412
+12
| +0.1% | +$1.62K | 0.06% | 322 |
|
|
2022
Q2 | $3.73M | Sell |
23,400
-5,971
| -20% | -$952K | 0.07% | 292 |
|
|
2022
Q1 | $5.15M | Sell |
29,371
-4,987
| -15% | -$874K | 0.08% | 256 |
|
|
2021
Q4 | $7.21M | Sell |
34,358
-51,548
| -60% | -$10.8M | 0.11% | 200 |
|
|
2021
Q3 | $15.9M | Buy |
85,906
+219
| +0.3% | +$40.5K | 0.27% | 83 |
|
|
2021
Q2 | $14.7M | Sell |
85,687
-3,410
| -4% | -$584K | 0.25% | 90 |
|
|
2021
Q1 | $13.4M | Sell |
89,097
-3,095
| -3% | -$464K | 0.23% | 100 |
|
|
2020
Q4 | $14M | Buy |
92,192
+66
| +0.1% | +$10K | 0.3% | 78 |
|
|
2020
Q3 | $13M | Sell |
92,126
-55
| -0.1% | -$7.73K | 0.33% | 75 |
|
|
2020
Q2 | $12.5M | Buy |
92,181
+17
| +0% | +$2.31K | 0.36% | 66 |
|
|
2020
Q1 | $11.5M | Sell |
92,164
-92,114
| -50% | -$11.5M | 0.42% | 55 |
|
|
2019
Q4 | $27.7M | Buy |
184,278
+184,222
| +328,968% | +$27.7M | 0.82% | 19 |
|
|
2019
Q3 | $8K | Hold |
56
| – | – | ﹤0.01% | 2099 |
|
|
2019
Q2 | $7K | Buy |
+56
| New | +$7K | ﹤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% | -$987K | ﹤0.01% | 2013 |
|
|
2018
Q1 | $1.02M | Buy |
+11,115
| New | +$1.02M | 0.07% | 265 |
|