Arkadios Wealth Advisors Sun Communities Inc Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Sun Communities Inc stock. As of the latest transaction made, Arkadios Wealth Advisors holds 5,169 shares of SUI stock, worth $647,779. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,169

Previous 5,398 4.24%

Holding current value

$647,779

Previous $649,000 7.55%

% of portfolio

0.04%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$117.46 - $147.6 $26,898 - $33,800	-229 Reduced 4.24%	5,169 $698,000
Q2 2024 Jul 29, 2024	BUY	$111.32 - $128.2 $17,254 - $19,871	155 Added 2.96%	5,398 $649,000
Q1 2024 Apr 30, 2024	SELL	$123.35 - $135.95 $13,075 - $14,410	-106 Reduced 1.98%	5,243 $674,000
Q4 2023 Jan 24, 2024	BUY	$102.97 - $136.22 $251,040 - $332,104	2,438 Added 83.75%	5,349 $714,000
Q3 2023 Oct 13, 2023	BUY	$118.34 - $141.17 $40,117 - $47,856	339 Added 13.18%	2,911 $344,000
Q2 2023 Jul 26, 2023	SELL	$125.13 - $141.8 $10,385 - $11,769	-83 Reduced 3.13%	2,572 $335,000
Q1 2023 May 02, 2023	SELL	$129.45 - $163.01 $11,132 - $14,018	-86 Reduced 3.14%	2,655 $374,000
Q4 2022 Jan 11, 2023	BUY	$118.38 - $147.09 $591 - $735	5 Added 0.18%	2,741 $0
Q3 2022 Oct 21, 2022	BUY	$134.09 - $171.69 $24,940 - $31,934	186 Added 7.29%	2,736 $370,000
Q2 2022 Jul 14, 2022	BUY	$150.91 - $191.53 $17,656 - $22,409	117 Added 4.81%	2,550 $406,000
Q1 2022 May 02, 2022	BUY	$170.97 - $207.64 $47,529 - $57,723	278 Added 12.9%	2,433 $426,000
Q4 2021 Feb 03, 2022	BUY	$185.36 - $210.41 $52,086 - $59,125	281 Added 14.99%	2,155 $452,000
Q3 2021 Oct 19, 2021	SELL	$171.83 - $209.33 $19,073 - $23,235	-111 Reduced 5.59%	1,874 $347,000
Q1 2021 Apr 26, 2021	BUY	$139.0 - $155.6 $10,147 - $11,358	73 Added 3.82%	1,985 $297,000
Q4 2020 Feb 09, 2021	BUY	$135.5 - $151.95 $10,162 - $11,396	75 Added 4.08%	1,912 $290,000
Q3 2020 Nov 10, 2020	BUY	$132.98 - $151.15 $32,979 - $37,485	248 Added 15.61%	1,837 $268 Million
Q2 2020 Aug 10, 2020	BUY	$106.75 - $147.74 $1,387 - $1,920	13 Added 0.82%	1,589 $216 Million
Q1 2020 May 14, 2020	SELL	$101.94 - $172.66 $11,213 - $18,992	-110 Reduced 6.52%	1,576 $197 Million
Q4 2019 Feb 14, 2020	BUY	$147.7 - $165.29 $249,022 - $278,678	1,686 New	1,686 $253,000

Others Institutions Holding SUI

# of Institutions

549

Shares Held

107M

Call Options Held

365K

Put Options Held

120K

View Full List

About SUN COMMUNITIES INC

Ticker SUI
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 123,890,000
Market Cap $15.5B
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.

More about SUI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Sun Communities Inc Transaction History