Summit Wealth Group’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 | $492K | Hold |
3,887
| – | – | 0.13% | 60 |
|
|
2025
Q1 | $500K | Hold |
3,887
| – | – | 0.15% | 59 |
|
|
2024
Q4 | $478K | Hold |
3,887
| – | – | 0.14% | 58 |
|
|
2024
Q3 | $525K | Hold |
3,887
| – | – | 0.15% | 54 |
|
|
2024
Q2 | $468K | Buy |
+3,887
| New | +$468K | 0.14% | 54 |
|
|
2023
Q3 | – | Sell |
-3,887
| Closed | -$507K | – | 68 |
|
|
2023
Q2 | $507K | Sell |
3,887
-543,714
| -99% | -$70.9M | 0.21% | 46 |
|
|
2023
Q1 | $4K | Buy |
+547,601
| New | +$4K | 0.1% | 62 |
|
|
2022
Q2 | – | Sell |
-3,887
| Closed | -$681K | – | 28 |
|
|
2022
Q1 | $681K | Buy |
+3,887
| New | +$681K | 0.71% | 19 |
|
|
2021
Q4 | – | Sell |
-29,478
| Closed | -$5.46M | – | 47 |
|
|
2021
Q3 | $5.46M | Buy |
+29,478
| New | +$5.46M | 8.63% | 4 |
|
|
2021
Q1 | – | Sell |
-109,738
| Closed | -$16.7M | – | 209 |
|
|
2020
Q4 | $16.7M | Hold |
109,738
| – | – | 10.46% | 2 |
|
|
2020
Q3 | $15.4M | Sell |
109,738
-3,520
| -3% | -$495K | 13.4% | 2 |
|
|
2020
Q2 | $15.4M | Sell |
113,258
-19,987
| -15% | -$2.71M | 14.05% | 2 |
|
|
2020
Q1 | $16.6M | Sell |
133,245
-53
| -0% | -$6.62K | 16.86% | 2 |
|
|
2019
Q4 | $20M | Buy |
+133,298
| New | +$20M | 18.88% | 2 |
|