Lantern Wealth Advisors’s Sun Communities SUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$354K Buy
2024
Q4
$344K Sell
2024
Q3
$446K Buy
2024
Q2
$337K Sell
2024
Q1
$399K Hold
2023
Q4
$414K Buy