Sun Communities shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Sun Communities (SUI) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Sun Communities
Tip: Access up to 7 years of quarterly data
All positions including Sun Communities held by Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sun Communities by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1k | 9 | 123.89 |
| 2025-09-30 | $1.2k | 9 | 129.00 |
| 2025-06-30 | $1.1k | 9 | 126.44 |
| 2025-03-31 | $1.2k | 9 | 128.67 |
| 2024-12-31 | $1.1k | 9 | 123.00 |
| 2024-09-30 | $1.2k | 9 | 135.11 |
| 2024-06-30 | $1.1k | 9 | 120.33 |
| 2024-03-31 | $1.2k | 9 | 128.56 |
| 2023-12-31 | $1.2k | 9 | 133.67 |
| 2023-09-30 | $1.2k | 10 | 118.30 |
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