Allworth Financial LP Sun Communities Inc Transaction History

Allworth Financial LP

$22 Billion
Q3 2025

A detailed history of Allworth Financial LP transactions in Sun Communities Inc stock. As of the latest transaction made, Allworth Financial LP holds 178 shares of SUI stock, worth $22,573. This represents 0.0% of its overall portfolio holdings.

Number of Shares

178

Previous 274 35.04%

Holding current value

$22,573

Previous $34,000 35.29%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	SELL	$116.6 - $131.28 $11,193 - $12,602	-96 Reduced 35.04%	178 $22,000
Q2 2025 Aug 07, 2025	SELL	$114.62 - $132.25 $2,636 - $3,041	-23 Reduced 7.74%	274 $34,000
Q1 2025 Apr 30, 2025	BUY	$120.53 - $136.43 $2,651 - $3,001	22 Added 8.0%	297 $38,000
Q4 2024 Jan 30, 2025	BUY	$119.89 - $139.05 $2,397 - $2,781	20 Added 7.84%	275 $33,000
Q3 2024 Oct 23, 2024	BUY	$117.46 - $147.6 $1,409 - $1,771	12 Added 4.94%	255 $34,000

Q2 2024 Jul 23, 2024	BUY	$111.32 - $128.2 $14,360 - $16,537	129 Added 113.16%	243 $29,000
Q1 2024 Apr 25, 2024	BUY	$123.35 - $135.95 $6,167 - $6,797	50 Added 78.13%	114 $14,000
Q4 2023 Jan 24, 2024	SELL	$102.97 - $136.22 $9,473 - $12,532	-92 Reduced 58.97%	64 $8,000
Q3 2023 Oct 31, 2023	BUY	$118.34 - $141.17 $355 - $423	3 Added 1.96%	156 $18,000
Q2 2023 Jul 18, 2023	SELL	$125.13 - $141.8 $1,126 - $1,276	-9 Reduced 5.56%	153 $19,000
Q1 2023 Apr 18, 2023	BUY	$129.45 - $163.01 $4,401 - $5,542	34 Added 26.56%	162 $22,000
Q4 2022 Jan 13, 2023	BUY	$118.38 - $147.09 $13,968 - $17,356	118 Added 1180.0%	128 $0
Q3 2022 Oct 18, 2022	SELL	$134.09 - $171.69 $18,504 - $23,693	-138 Reduced 93.24%	10 $1,000
Q2 2022 Jul 13, 2022	BUY	$150.91 - $191.53 $3,320 - $4,213	22 Added 17.46%	148 $24,000
Q1 2022 Apr 22, 2022	BUY	$170.97 - $207.64 $10,429 - $12,666	61 Added 93.85%	126 $22,000
Q4 2021 Jan 21, 2022	BUY	$185.36 - $210.41 $1,112 - $1,262	6 Added 10.17%	65 $14,000
Q3 2021 Nov 02, 2021	BUY	$171.83 - $209.33 $10,137 - $12,350	59 New	59 $11,000

Others Institutions Holding SUI

# of Institutions

559

Shares Held

112M

Call Options Held

92.8K

Put Options Held

124K

View Full List

About SUN COMMUNITIES INC

Ticker SUI
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 123,890,000
Market Cap $15.7B
Description
Sun Communities, Inc. is a REIT that, as of March 31, 2022, owned, operated, or had an interest in a portfolio of 603 developed MH, RV and marina properties comprising nearly 159,300 developed sites and over 45,700 wet slips and dry storage spaces in 39 states, Canada, Puerto Rico and the UK.

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Allworth Financial LP Sun Communities Inc Transaction History