Clearstead Trust’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	$9.61K	Buy	76 +30	+65%	+$3.8K	﹤0.01%	601
2025 Q1	$5.92K	Buy	+46	New	+$5.92K	﹤0.01%	563
2023 Q4	–	Sell	-88	Closed	-$10.4K	–	468
2023 Q3	$10.4K	Buy	+88	New	+$10.4K	﹤0.01%	342