Prime Capital Investment 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 Q4	–	Sell	-1,677	Closed	-$216K	–	1098
2025 Q3	$216K	Sell	1,677 -157	-9%	-$19.8K	﹤0.01%	916
2025 Q2	$232K	Sell	1,834 -118	-6%	-$14.6K	﹤0.01%	843
2025 Q1	$251K	Buy	1,952 +40	+2%	+$5.11K	﹤0.01%	897
2024 Q4	$235K	Sell	1,912 -283	-13%	-$36.2K	﹤0.01%	802
2024 Q3	$297K	Sell	2,195 -86	-4%	-$11.3K	﹤0.01%	734
2024 Q2	$275K	Sell	2,281 -487	-18%	-$57.9K	﹤0.01%	754
2024 Q1	$356K	Sell	2,768 -176	-6%	-$22.8K	0.01%	725
2023 Q4	$393K	Buy	2,944 +138	+5%	+$16.6K	0.01%	651
2023 Q3	$332K	Sell	2,806 -197	-7%	-$25K	0.01%	559
2023 Q2	$392K	Buy	+3,003	New	+$402K	0.01%	532
2023 Q1	–	Sell	-3,214	Closed	-$460K	–	649
2022 Q4	$460K	Buy	+3,214	New	+$439K	0.02%	346
2020 Q3	–	Sell	-1,000	Closed	-$136K	–	502
2020 Q2	$136K	Hold	1,000	–	–	0.01%	254
2020 Q1	$125K	Buy	+1,000	New	+$151K	0.01%	223
2018 Q2	–	Sell	-1,870	Closed	-$171K	–	374
2018 Q1	$171K	Hold	1,870	–	–	0.12%	106
2017 Q4	$173K	Buy	+1,870	New	+$171K	0.13%	103