Aptus Capital Advisors’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 Q1	–	Sell	-3,206	Closed	-$428K	–	1185
2023 Q4	$428K	Sell	3,206 -242	-7%	-$29.1K	0.01%	406
2023 Q3	$408K	Buy	3,448 +772	+29%	+$98K	0.01%	426
2023 Q2	$349K	Sell	2,676 -307	-10%	-$41.1K	0.01%	378
2023 Q1	$423K	Buy	2,983 +1,203	+68%	+$176K	0.01%	339
2022 Q4	$255K	Sell	1,780 -26,288	-94%	-$3.59M	0.01%	432
2022 Q3	$3.8M	Buy	28,068 +675	+2%	+$107K	0.12%	130
2022 Q2	$4.37M	Buy	27,393 +6,367	+30%	+$1.07M	0.15%	114
2022 Q1	$3.69M	Buy	21,026 +2,916	+16%	+$542K	0.11%	123
2021 Q4	$3.8M	Buy	18,110 +6,488	+56%	+$1.28M	0.13%	115
2021 Q3	$2.15M	Buy	11,622 +4,318	+59%	+$833K	0.08%	157
2021 Q2	$1.25M	Buy	7,304 +648	+10%	+$107K	0.06%	207
2021 Q1	$999K	Buy	+6,656	New	+$983K	0.05%	212
2019 Q1	–	Sell	-3,520	Closed	-$358K	–	333
2018 Q4	$358K	Buy	+3,520	New	+$359K	0.1%	73