Apollon Wealth Management’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,500	Closed	-$203K	–	1266
2024 Q3	$203K	Sell	1,500 -184	-11%	-$24.2K	0.01%	1061
2024 Q2	$203K	Sell	1,684 -572	-25%	-$68K	0.01%	1022
2024 Q1	$290K	Sell	2,256 -680	-23%	-$88.3K	0.01%	876
2023 Q4	$392K	Buy	2,936 +147	+5%	+$17.7K	0.01%	738
2023 Q3	$330K	Buy	2,789 +214	+8%	+$27.2K	0.02%	672
2023 Q2	$336K	Sell	2,575 -80	-3%	-$10.7K	0.02%	714
2023 Q1	$374K	Sell	2,655 -12	-0.4%	-$1.75K	0.02%	613
2022 Q4	$381K	Buy	2,667 +38	+1%	+$5.19K	0.03%	591
2022 Q3	$356K	Buy	2,629 +157	+6%	+$24.8K	0.03%	545
2022 Q2	$394K	Buy	2,472 +51	+2%	+$8.56K	0.03%	488
2022 Q1	$424K	Sell	2,421 -98	-4%	-$18.2K	0.03%	504
2021 Q4	$529K	Buy	2,519 +86	+4%	+$16.9K	0.04%	452
2021 Q3	$450K	Buy	+2,433	New	+$469K	0.06%	291