United Capital Financial Advisors’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 | $318K | Sell |
2,514
-1,571
| -38% | -$199K | ﹤0.01% | 894 |
|
|
2025
Q1 | $525K | Sell |
4,085
-320
| -7% | -$41.2K | ﹤0.01% | 726 |
|
|
2024
Q4 | $542K | Sell |
4,405
-245
| -5% | -$30.1K | ﹤0.01% | 708 |
|
|
2024
Q3 | $628K | Sell |
4,650
-444
| -9% | -$60K | 0.01% | 668 |
|
|
2024
Q2 | $613K | Sell |
5,094
-335
| -6% | -$40.3K | 0.01% | 647 |
|
|
2024
Q1 | $698K | Buy |
5,429
+49
| +0.9% | +$6.3K | 0.01% | 645 |
|
|
2023
Q4 | $719K | Sell |
5,380
-285
| -5% | -$38.1K | 0.01% | 637 |
|
|
2023
Q3 | $670K | Sell |
5,665
-356
| -6% | -$42.1K | ﹤0.01% | 585 |
|
|
2023
Q2 | $785K | Sell |
6,021
-1,016
| -14% | -$133K | ﹤0.01% | 600 |
|
|
2023
Q1 | $991K | Sell |
7,037
-334
| -5% | -$47.1K | 0.01% | 574 |
|
|
2022
Q4 | $1.05M | Sell |
7,371
-784
| -10% | -$112K | 0.01% | 600 |
|
|
2022
Q3 | $1.1M | Sell |
8,155
-401
| -5% | -$54.3K | 0.01% | 589 |
|
|
2022
Q2 | $1.36M | Buy |
8,556
+155
| +2% | +$24.7K | 0.01% | 567 |
|
|
2022
Q1 | $1.47M | Buy |
8,401
+687
| +9% | +$120K | 0.01% | 586 |
|
|
2021
Q4 | $1.62M | Buy |
7,714
+4,760
| +161% | +$1,000K | 0.01% | 580 |
|
|
2021
Q3 | $547K | Sell |
2,954
-43
| -1% | -$7.96K | ﹤0.01% | 834 |
|
|
2021
Q2 | $514K | Buy |
2,997
+31
| +1% | +$5.32K | ﹤0.01% | 850 |
|
|
2021
Q1 | $445K | Buy |
2,966
+58
| +2% | +$8.7K | ﹤0.01% | 877 |
|
|
2020
Q4 | $442K | Sell |
2,908
-197
| -6% | -$29.9K | ﹤0.01% | 874 |
|
|
2020
Q3 | $437K | Hold |
3,105
| – | – | ﹤0.01% | 856 |
|
|
2020
Q2 | $421K | Sell |
3,105
-17,533
| -85% | -$2.38M | ﹤0.01% | 920 |
|
|
2020
Q1 | $2.58M | Sell |
20,638
-995
| -5% | -$124K | 0.02% | 453 |
|
|
2019
Q4 | $3.25M | Buy |
21,633
+294
| +1% | +$44.1K | 0.02% | 499 |
|
|
2019
Q3 | $3.17M | Sell |
21,339
-869
| -4% | -$129K | 0.02% | 498 |
|
|
2019
Q2 | $2.85M | Sell |
22,208
-266
| -1% | -$34.1K | 0.02% | 524 |
|
|
2019
Q1 | $2.66M | Buy |
22,474
+9,830
| +78% | +$1.17M | 0.02% | 526 |
|
|
2018
Q4 | $1.27M | Sell |
12,644
-116
| -0.9% | -$11.7K | 0.01% | 652 |
|
|
2018
Q3 | $1.3M | Buy |
12,760
+271
| +2% | +$27.5K | 0.01% | 706 |
|
|
2018
Q2 | $1.22M | Sell |
12,489
-2,117
| -14% | -$207K | 0.01% | 714 |
|
|
2018
Q1 | $1.34M | Buy |
14,606
+3,184
| +28% | +$291K | 0.01% | 697 |
|
|
2017
Q4 | $1.06M | Sell |
11,422
-62
| -0.5% | -$5.75K | 0.01% | 765 |
|
|
2017
Q3 | $984K | Sell |
11,484
-2,519
| -18% | -$216K | 0.01% | 781 |
|
|
2017
Q2 | $1.23M | Buy |
14,003
+1,501
| +12% | +$132K | 0.01% | 708 |
|
|
2017
Q1 | $1M | Buy |
12,502
+610
| +5% | +$49K | 0.01% | 743 |
|
|
2016
Q4 | $911K | Buy |
11,892
+1,575
| +15% | +$121K | 0.01% | 776 |
|
|
2016
Q3 | $810K | Buy |
10,317
+2,597
| +34% | +$204K | 0.01% | 830 |
|
|
2016
Q2 | $594K | Buy |
7,720
+3,679
| +91% | +$283K | 0.01% | 869 |
|
|
2016
Q1 | $289K | Sell |
4,041
-2,846
| -41% | -$204K | ﹤0.01% | 1012 |
|
|
2015
Q4 | $472K | Sell |
6,887
-1,856
| -21% | -$127K | 0.01% | 900 |
|
|
2015
Q3 | $592K | Sell |
8,743
-724
| -8% | -$49K | 0.01% | 841 |
|
|
2015
Q2 | $585K | Buy |
9,467
+155
| +2% | +$9.58K | 0.01% | 859 |
|
|
2015
Q1 | $578K | Sell |
9,312
-1,209
| -11% | -$75K | 0.01% | 855 |
|
|
2014
Q4 | $636K | Sell |
10,521
-348
| -3% | -$21K | 0.01% | 749 |
|
|
2014
Q3 | $549K | Buy |
10,869
+688
| +7% | +$34.8K | 0.01% | 770 |
|
|
2014
Q2 | $507K | Buy |
10,181
+2,025
| +25% | +$101K | 0.01% | 678 |
|
|
2014
Q1 | $368K | Buy |
+8,156
| New | +$368K | 0.01% | 722 |
|