SkyOak Wealth’s Sun Communities SUI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$580K	Hold	4,589	–	–	0.12%	117
2025 Q1	$590K	Sell	4,589 -357	-7%	-$45.9K	0.13%	102
2024 Q4	$608K	Hold	4,946	–	–	0.13%	102
2024 Q3	$668K	Sell	4,946 -704	-12%	-$95.1K	0.15%	94
2024 Q2	$680K	Hold	5,650	–	–	0.16%	93
2024 Q1	$726K	Hold	5,650	–	–	0.17%	93
2023 Q4	$755K	Hold	5,650	–	–	0.2%	89
2023 Q3	$669K	Sell	5,650 -1,024	-15%	-$121K	0.2%	90
2023 Q2	$871K	Hold	6,674	–	–	0.25%	81
2023 Q1	$940K	Sell	6,674 -1,026	-13%	-$145K	0.29%	77
2022 Q4	$1.1M	Hold	7,700	–	–	0.37%	66
2022 Q3	$1.04M	Hold	7,700	–	–	0.37%	67
2022 Q2	$1.23M	Hold	7,700	–	–	0.42%	63
2022 Q1	$1.35M	Hold	7,700	–	–	0.38%	71
2021 Q4	$1.62M	Sell	7,700 -2,499	-25%	-$525K	0.41%	66
2021 Q3	$1.89M	Hold	10,199	–	–	0.51%	56
2021 Q2	$1.75M	Sell	10,199 -1,000	-9%	-$171K	0.47%	59
2021 Q1	$1.83M	Sell	11,199 -200	-2%	-$32.6K	0.51%	57
2020 Q4	$1.73M	Sell	11,399 -326	-3%	-$49.5K	0.54%	58
2020 Q3	$1.65M	Sell	11,725 -600	-5%	-$84.4K	0.59%	51
2020 Q2	$1.67M	Hold	12,325	–	–	0.62%	44
2020 Q1	$1.54M	Sell	12,325 -175	-1%	-$21.9K	0.79%	35
2019 Q4	$1.88M	Buy	+12,500	New	+$1.88M	0.58%	44