A detailed history of Ever Source Wealth Advisors, LLC transactions in Sun Communities Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 86 shares of SUI stock, worth $10,777. This represents 0.0% of its overall portfolio holdings.

Number of Shares
86
Previous 80 7.5%
Holding current value
$10,777
Previous $9,000 22.22%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$117.46 - $147.6 $704 - $885
6 Added 7.5%
86 $11,000
Q2 2024

Aug 13, 2024

BUY
$111.32 - $128.2 $556 - $641
5 Added 6.67%
80 $9,000
Q1 2024

Jun 11, 2024

BUY
$123.35 - $135.95 $3,823 - $4,214
31 Added 70.45%
75 $9,000
Q4 2023

Feb 09, 2024

SELL
$102.97 - $136.22 $926 - $1,225
-9 Reduced 16.98%
44 $5,000
Q3 2023

Nov 03, 2023

BUY
$118.34 - $141.17 $1,656 - $1,976
14 Added 35.9%
53 $6,000
Q1 2023

May 11, 2023

SELL
$129.45 - $163.01 $3,365 - $4,238
-26 Reduced 40.0%
39 $5,000
Q4 2022

Feb 09, 2023

BUY
$118.38 - $147.09 $3,077 - $3,824
26 Added 66.67%
65 $9,000
Q3 2022

Nov 07, 2022

BUY
$134.09 - $171.69 $5,229 - $6,695
39 New
39 $6,000
Q1 2022

May 25, 2022

SELL
$170.97 - $207.64 $8,890 - $10,797
-52 Closed
0 $0
Q4 2021

Feb 07, 2022

BUY
$185.36 - $210.41 $9,638 - $10,941
52 New
52 $11,000

Others Institutions Holding SUI

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

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.