ZWJ Investment Counsel’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 | $240K | Hold |
1,900
| – | – | 0.01% | 199 |
|
|
2025
Q1 | $244K | Hold |
1,900
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $234K | Hold |
1,900
| – | – | 0.01% | 196 |
|
|
2024
Q3 | $257K | Hold |
1,900
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $229K | Sell |
1,900
-117
| -6% | -$14.1K | 0.01% | 205 |
|
|
2024
Q1 | $259K | Buy |
2,017
+112
| +6% | +$14.4K | 0.01% | 205 |
|
|
2023
Q4 | $255K | Hold |
1,905
| – | – | 0.01% | 173 |
|
|
2023
Q3 | $225K | Buy |
1,905
+5
| +0.3% | +$592 | 0.01% | 177 |
|
|
2023
Q2 | $248K | Hold |
1,900
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $268K | Hold |
1,900
| – | – | 0.01% | 164 |
|
|
2022
Q4 | $272K | Hold |
1,900
| – | – | 0.02% | 157 |
|
|
2022
Q3 | $257K | Hold |
1,900
| – | – | 0.02% | 156 |
|
|
2022
Q2 | $303K | Hold |
1,900
| – | – | 0.02% | 152 |
|
|
2022
Q1 | $333K | Hold |
1,900
| – | – | 0.02% | 142 |
|
|
2021
Q4 | $399K | Hold |
1,900
| – | – | 0.02% | 140 |
|
|
2021
Q3 | $352K | Hold |
1,900
| – | – | 0.02% | 141 |
|
|
2021
Q2 | $326K | Hold |
1,900
| – | – | 0.02% | 142 |
|
|
2021
Q1 | $285K | Hold |
1,900
| – | – | 0.02% | 150 |
|
|
2020
Q4 | $289K | Hold |
1,900
| – | – | 0.02% | 147 |
|
|
2020
Q3 | $267K | Hold |
1,900
| – | – | 0.02% | 130 |
|
|
2020
Q2 | $258K | Sell |
1,900
-127
| -6% | -$17.2K | 0.02% | 129 |
|
|
2020
Q1 | $253K | Sell |
2,027
-660
| -25% | -$82.4K | 0.02% | 179 |
|
|
2019
Q4 | $403K | Buy |
2,687
+787
| +41% | +$118K | 0.03% | 164 |
|
|
2019
Q3 | $282K | Hold |
1,900
| – | – | 0.02% | 135 |
|
|
2019
Q2 | $244K | Hold |
1,900
| – | – | 0.02% | 146 |
|
|
2019
Q1 | $225K | Buy |
+1,900
| New | +$225K | 0.02% | 148 |
|