Provenance Wealth Advisors’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
$1.14K Hold
9
﹤0.01% 404
2025
Q1
$1.16K Hold
9
﹤0.01% 458
2024
Q4
$1.11K Hold
9
﹤0.01% 481
2024
Q3
$1.22K Hold
9
﹤0.01% 514
2024
Q2
$1.08K Hold
9
﹤0.01% 437
2024
Q1
$1.16K Hold
9
﹤0.01% 464
2023
Q4
$1.2K Sell
9
-1
-10% -$134 ﹤0.01% 508
2023
Q3
$1.18K Buy
+10
New +$1.18K ﹤0.01% 377