CBIZ Investment 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	$1.91K	Sell	15 -14	-48%	-$1.79K	﹤0.01%	545
2025 Q1	$3.76K	Buy	29 +13	+81%	+$1.69K	﹤0.01%	418
2024 Q4	$1.98K	Sell	16 -2	-11%	-$248	﹤0.01%	386
2024 Q3	$2.45K	Buy	+18	New	+$2.45K	﹤0.01%	329