BFSG LLC’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
$136K Hold
1,075
0.02% 295
2025
Q1
$138K Buy
1,075
+67
+7% +$8.62K 0.02% 280
2024
Q4
$124K Sell
1,008
-30
-3% -$3.69K 0.01% 289
2024
Q3
$140K Sell
1,038
-398
-28% -$53.8K 0.02% 285
2024
Q2
$173K Sell
1,436
-170
-11% -$20.5K 0.02% 249
2024
Q1
$207K Sell
1,606
-4
-0.2% -$514 0.03% 234
2023
Q4
$215K Buy
+1,610
New +$215K 0.03% 228