Advisory Services Network’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.1K	Buy	+96	New	+$12.4K	﹤0.01%	3469
2025 Q4	–	Sell	-104	Closed	-$13.5K	–	3971
2025 Q3	$13.5K	Buy	+104	New	+$13.1K	﹤0.01%	3141
2024 Q1	–	Sell	-65	Closed	-$8.69K	–	3419
2023 Q4	$8.69K	Buy	+65	New	+$7.83K	﹤0.01%	2921
2023 Q2	–	Sell	-78	Closed	-$11K	–	3420
2023 Q1	$11K	Hold	78	–	–	﹤0.01%	2829
2022 Q4	$11.2K	Buy	+78	New	+$10.7K	﹤0.01%	2807
2021 Q1	–	Hold	0	–	–	–	2961
2020 Q4	–	Sell	-68	Closed	-$9.84K	–	3707
2020 Q3	$10K	Buy	+68	New	+$9.75K	﹤0.01%	2443
2020 Q2	–	Sell	-57	Closed	-$7K	–	2565
2020 Q1	$7K	Sell	57 -60	-51%	-$9.06K	﹤0.01%	2373
2019 Q4	$18K	Buy	117 +60	+105%	+$9.35K	﹤0.01%	2079
2019 Q3	$7K	Hold	57	–	–	﹤0.01%	2319
2019 Q2	$7K	Sell	57 -40	-41%	-$4.97K	﹤0.01%	2317
2019 Q1	$12K	Sell	97 -19	-16%	-$2.11K	﹤0.01%	1797
2018 Q4	$12K	Buy	116 +76	+190%	+$7.74K	﹤0.01%	1705
2018 Q3	$4K	Hold	40	–	–	﹤0.01%	2162
2018 Q2	$4K	Hold	40	–	–	﹤0.01%	2123
2018 Q1	$4K	Hold	40	–	–	﹤0.01%	2228
2017 Q4	$4K	Hold	40	–	–	﹤0.01%	2216
2017 Q3	$3K	Sell	40 -15	-27%	-$1.33K	﹤0.01%	2082
2017 Q2	$5K	Hold	55	–	–	﹤0.01%	1830
2017 Q1	$4K	Buy	+55	New	+$4.38K	﹤0.01%	1820
2016 Q3	$3K	Hold	40	–	–	﹤0.01%	1708
2016 Q2	$3K	Buy	+40	New	+$2.82K	﹤0.01%	1584
2016 Q1	–	Sell	-100	Closed	-$7K	–	1786
2015 Q4	$7K	Hold	100	–	–	﹤0.01%	1044
2015 Q3	$7K	Hold	100	–	–	﹤0.01%	1023
2015 Q2	$6K	Hold	100	–	–	﹤0.01%	1032
2015 Q1	$7K	Buy	+100	New	+$6.72K	﹤0.01%	920