Principal Securities’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
$70.8K Buy
560
+15
+3% +$1.9K ﹤0.01% 1704
2025
Q1
$67K Hold
545
﹤0.01% 1622
2024
Q4
$67K Sell
545
-244
-31% -$30K ﹤0.01% 1619
2024
Q3
$107K Buy
789
+28
+4% +$3.78K ﹤0.01% 1369
2024
Q2
$91.6K Sell
761
-106
-12% -$12.8K ﹤0.01% 1370
2024
Q1
$111K Sell
867
-421
-33% -$54.1K ﹤0.01% 1239
2023
Q4
$172K Buy
+1,288
New +$172K 0.01% 984