Stifel Financial’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 | $759K | Sell |
6,002
-3,723
| -38% | -$471K | ﹤0.01% | 2518 |
|
|
2025
Q1 | $1.25M | Sell |
9,725
-2,945
| -23% | -$379K | ﹤0.01% | 2092 |
|
|
2024
Q4 | $1.56M | Sell |
12,670
-536
| -4% | -$65.9K | ﹤0.01% | 1950 |
|
|
2024
Q3 | $1.78M | Sell |
13,206
-387
| -3% | -$52.3K | ﹤0.01% | 1851 |
|
|
2024
Q2 | $1.64M | Buy |
13,593
+91
| +0.7% | +$11K | ﹤0.01% | 1860 |
|
|
2024
Q1 | $1.74M | Sell |
13,502
-1,830
| -12% | -$235K | ﹤0.01% | 1822 |
|
|
2023
Q4 | $2.05M | Buy |
15,332
+2,013
| +15% | +$269K | ﹤0.01% | 1649 |
|
|
2023
Q3 | $1.58M | Sell |
13,319
-1,206
| -8% | -$143K | ﹤0.01% | 1752 |
|
|
2023
Q2 | $1.89M | Sell |
14,525
-3,247
| -18% | -$424K | ﹤0.01% | 1663 |
|
|
2023
Q1 | $2.5M | Buy |
17,772
+2,007
| +13% | +$283K | ﹤0.01% | 1428 |
|
|
2022
Q4 | $2.25M | Sell |
15,765
-4,784
| -23% | -$684K | ﹤0.01% | 1436 |
|
|
2022
Q3 | $2.78M | Buy |
20,549
+677
| +3% | +$91.6K | ﹤0.01% | 1245 |
|
|
2022
Q2 | $3.17M | Buy |
19,872
+1,141
| +6% | +$182K | 0.01% | 1209 |
|
|
2022
Q1 | $3.28M | Buy |
18,731
+4,073
| +28% | +$714K | ﹤0.01% | 1291 |
|
|
2021
Q4 | $3.08M | Buy |
14,658
+1,336
| +10% | +$281K | ﹤0.01% | 1342 |
|
|
2021
Q3 | $2.47M | Buy |
13,322
+2,955
| +29% | +$547K | ﹤0.01% | 1441 |
|
|
2021
Q2 | $1.78M | Buy |
10,367
+527
| +5% | +$90.3K | ﹤0.01% | 1696 |
|
|
2021
Q1 | $1.48M | Sell |
9,840
-1,103
| -10% | -$166K | ﹤0.01% | 1712 |
|
|
2020
Q4 | $1.66M | Sell |
10,943
-4,208
| -28% | -$639K | ﹤0.01% | 1507 |
|
|
2020
Q3 | $2.13M | Buy |
15,151
+6,181
| +69% | +$869K | ﹤0.01% | 1183 |
|
|
2020
Q2 | $1.22M | Buy |
8,970
+221
| +3% | +$30K | ﹤0.01% | 1422 |
|
|
2020
Q1 | $1.08M | Sell |
8,749
-12,365
| -59% | -$1.53M | ﹤0.01% | 1379 |
|
|
2019
Q4 | $3.17M | Buy |
21,114
+1,997
| +10% | +$300K | 0.01% | 1068 |
|
|
2019
Q3 | $2.83M | Buy |
19,117
+10,574
| +124% | +$1.57M | 0.01% | 1082 |
|
|
2019
Q2 | $1.1M | Buy |
8,543
+386
| +5% | +$49.5K | ﹤0.01% | 1744 |
|
|
2019
Q1 | $968K | Buy |
8,157
+599
| +8% | +$71.1K | ﹤0.01% | 1668 |
|
|
2018
Q4 | $771K | Buy |
7,558
+1,236
| +20% | +$126K | ﹤0.01% | 1698 |
|
|
2018
Q3 | $643K | Sell |
6,322
-212
| -3% | -$21.6K | ﹤0.01% | 1966 |
|
|
2018
Q2 | $642K | Buy |
6,534
+330
| +5% | +$32.4K | ﹤0.01% | 1887 |
|
|
2018
Q1 | $569K | Buy |
6,204
+28
| +0.5% | +$2.57K | ﹤0.01% | 1899 |
|
|
2017
Q4 | $575K | Sell |
6,176
-74
| -1% | -$6.89K | ﹤0.01% | 1834 |
|
|
2017
Q3 | $536K | Sell |
6,250
-306
| -5% | -$26.2K | ﹤0.01% | 1844 |
|
|
2017
Q2 | $575K | Buy |
6,556
+992
| +18% | +$87K | ﹤0.01% | 1792 |
|
|
2017
Q1 | $445K | Sell |
5,564
-47
| -0.8% | -$3.76K | ﹤0.01% | 1881 |
|
|
2016
Q4 | $424K | Sell |
5,611
-1,386
| -20% | -$105K | ﹤0.01% | 1866 |
|
|
2016
Q3 | $546K | Sell |
6,997
-170
| -2% | -$13.3K | ﹤0.01% | 1683 |
|
|
2016
Q2 | $550K | Buy |
7,167
+347
| +5% | +$26.6K | ﹤0.01% | 1706 |
|
|
2016
Q1 | $488K | Sell |
6,820
-813
| -11% | -$58.2K | ﹤0.01% | 1593 |
|
|
2015
Q4 | $523K | Buy |
7,633
+122
| +2% | +$8.36K | ﹤0.01% | 1638 |
|
|
2015
Q3 | $509K | Sell |
7,511
-143
| -2% | -$9.69K | ﹤0.01% | 1543 |
|
|
2015
Q2 | $473K | Sell |
7,654
-186
| -2% | -$11.5K | ﹤0.01% | 1709 |
|
|
2015
Q1 | $523K | Sell |
7,840
-115
| -1% | -$7.67K | ﹤0.01% | 1602 |
|
|
2014
Q4 | $481K | Sell |
7,955
-383
| -5% | -$23.2K | ﹤0.01% | 1626 |
|
|
2014
Q3 | $421K | Buy |
+8,338
| New | +$421K | ﹤0.01% | 1626 |
|