Formidable Asset Management’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 Q3	–	Sell	-6,743	Closed	-$811K	–	407
2024 Q2	$811K	Sell	6,743 -628	-9%	-$74.6K	0.13%	152
2024 Q1	$948K	Buy	7,371 +984	+15%	+$128K	0.15%	138
2023 Q4	$854K	Buy	6,387 +1,736	+37%	+$209K	0.18%	110
2023 Q3	$550K	Sell	4,651 -677	-13%	-$85.9K	0.12%	158
2023 Q2	$695K	Buy	5,328 +388	+8%	+$51.9K	0.15%	137
2023 Q1	$696K	Buy	4,940 +135	+3%	+$19.7K	0.15%	135
2022 Q4	$687K	Buy	4,805 +630	+15%	+$86K	0.16%	123
2022 Q3	$564K	Buy	4,175 +77	+2%	+$12.2K	0.13%	137
2022 Q2	$652K	Buy	4,098 +2,018	+97%	+$339K	0.15%	126
2022 Q1	$365K	Buy	+2,080	New	+$387K	0.07%	236