Summit Wealth Group’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $501K | Hold |
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|
2025
Q2 | $492K | Hold |
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|
2025
Q1 | $500K | Hold |
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|
2024
Q4 | $478K | Hold |
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|
2024
Q3 | $525K | Hold |
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|
2024
Q2 | $468K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $4K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $681K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5.46M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $16.7M | Hold |
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|
2020
Q3 | $15.4M | Sell |
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|
2020
Q2 | $15.4M | Sell |
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|
2020
Q1 | $16.6M | Sell |
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|
2019
Q4 | $20M | Buy |
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