Principia Wealth Advisory’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
$506 Buy
4
+2
+100% +$253 ﹤0.01% 726
2025
Q1
$243 Hold
2
﹤0.01% 751
2024
Q4
$246 Buy
+2
New +$246 ﹤0.01% 702