Sky Oak Wealth, LLC Sun Communities Inc Transaction History

Sky Oak Wealth, LLC

$454 Million
Q1 2025

A detailed history of Sky Oak Wealth, LLC transactions in Sun Communities Inc stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 4,589 shares of SUI stock, worth $564,492. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,589

Previous 4,946 7.22%

Holding current value

$564,492

Previous $608,000 2.96%

% of portfolio

0.13%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$120.53 - $136.43 $43,029 - $48,705	-357 Reduced 7.22%	4,589 $590,000
Q3 2024 Nov 04, 2024	SELL	$117.46 - $147.6 $82,691 - $103,910	-704 Reduced 12.46%	4,946 $668,000
Q3 2023 Oct 24, 2023	SELL	$118.34 - $141.17 $121,180 - $144,558	-1,024 Reduced 15.34%	5,650 $668,000
Q1 2023 May 02, 2023	SELL	$129.45 - $163.01 $132,815 - $167,248	-1,026 Reduced 13.32%	6,674 $940,000
Q4 2021 Jan 24, 2022	SELL	$185.36 - $210.41 $463,214 - $525,814	-2,499 Reduced 24.5%	7,700 $1.62 Million
Q2 2021 Jul 19, 2021	SELL	$152.43 - $177.6 $152,430 - $177,600	-1,000 Reduced 8.93%	10,199 $1.75 Million
Q1 2021 Apr 29, 2021	SELL	$139.0 - $155.6 $27,800 - $31,120	-200 Reduced 1.75%	11,199 $1.83 Million
Q4 2020 Feb 02, 2021	SELL	$135.5 - $151.95 $44,173 - $49,535	-326 Reduced 2.78%	11,399 $1.73 Million
Q3 2020 Nov 03, 2020	SELL	$132.98 - $151.15 $79,788 - $90,690	-600 Reduced 4.87%	11,725 $1.65 Million
Q1 2020 May 04, 2020	SELL	$101.94 - $172.66 $17,839 - $30,215	-175 Reduced 1.4%	12,325 $1.54 Million
Q4 2019 Feb 04, 2020	BUY	$147.7 - $165.29 $1.85 Million - $2.07 Million	12,500 New	12,500 $1.88 Million

Others Institutions Holding SUI

# of Institutions

542

Shares Held

117M

Call Options Held

54.2K

Put Options Held

73.7K

View Full List

About SUN COMMUNITIES INC

Ticker SUI
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 123,890,000
Market Cap $15.2B
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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Sky Oak Wealth, LLC Sun Communities Inc Transaction History