Avantax Advisory Services’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$901K	Sell	7,119 -251	-3%	-$31.8K	﹤0.01%	1230
2025 Q1	$948K	Buy	7,370 +514	+7%	+$66.1K	0.01%	1120
2024 Q4	$843K	Sell	6,856 -10,963	-62%	-$1.35M	0.01%	1123
2024 Q3	$2.41M	Buy	17,819 +1,122	+7%	+$152K	0.02%	614
2024 Q2	$2.01M	Buy	+16,697	New	+$2.01M	0.01%	658