Stratos Wealth Partners’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,680
| Closed | -$330K | – | 1496 |
|
|
2024
Q4 | $330K | Sell |
2,680
-481
| -15% | -$59.2K | ﹤0.01% | 1112 |
|
|
2024
Q3 | $427K | Sell |
3,161
-19
| -0.6% | -$2.57K | 0.01% | 987 |
|
|
2024
Q2 | $383K | Buy |
3,180
+491
| +18% | +$59.1K | 0.01% | 1006 |
|
|
2024
Q1 | $346K | Sell |
2,689
-23
| -0.8% | -$2.96K | 0.01% | 1034 |
|
|
2023
Q4 | $363K | Buy |
2,712
+866
| +47% | +$116K | 0.01% | 995 |
|
|
2023
Q3 | $219K | Buy |
1,846
+155
| +9% | +$18.4K | ﹤0.01% | 1131 |
|
|
2023
Q2 | $221K | Hold |
1,691
| – | – | 0.01% | 1064 |
|
|
2023
Q1 | $238K | Buy |
+1,691
| New | +$238K | 0.01% | 969 |
|
|
2022
Q2 | – | Sell |
-1,193
| Closed | -$209K | – | 1293 |
|
|
2022
Q1 | $209K | Buy |
1,193
+104
| +10% | +$18.2K | ﹤0.01% | 1153 |
|
|
2021
Q4 | $229K | Buy |
1,089
+8
| +0.7% | +$1.68K | 0.01% | 1115 |
|
|
2021
Q3 | $200K | Buy |
+1,081
| New | +$200K | 0.01% | 1110 |
|
|
2018
Q4 | – | Sell |
-49
| Closed | -$5K | – | 2299 |
|
|
2018
Q3 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 2470 |
|
|
2018
Q2 | – | Sell |
-129
| Closed | -$12K | – | 2380 |
|
|
2018
Q1 | $12K | Buy |
129
+80
| +163% | +$7.44K | ﹤0.01% | 2243 |
|
|
2017
Q4 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 2403 |
|