U.S. Capital Wealth 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 Q2	–	Sell	-11,087	Closed	-$1.43M	–	933
2025 Q1	$1.43M	Sell	11,087 -100	-0.9%	-$12.8K	0.04%	354
2024 Q4	$1.38M	Buy	11,187 +637	+6%	+$81.5K	0.04%	373
2024 Q3	$1.43M	Hold	10,550	–	–	0.05%	309
2024 Q2	$1.27M	Sell	10,550 -109	-1%	-$13K	0.05%	317
2024 Q1	$1.37M	Sell	10,659 -334	-3%	-$43.4K	0.05%	290
2023 Q4	$1.47M	Sell	10,993 -103	-0.9%	-$12.4K	0.06%	274
2023 Q3	$1.31M	Buy	11,096 +17	+0.2%	+$2.16K	0.06%	270
2023 Q2	$1.45M	Sell	11,079 -100	-0.9%	-$13.4K	0.07%	260
2023 Q1	$1.57M	Buy	11,179 +233	+2%	+$34K	0.07%	239
2022 Q4	$1.57M	Buy	10,946 +196	+2%	+$26.8K	0.07%	250
2022 Q3	$1.46M	Buy	10,750 +603	+6%	+$95.4K	0.07%	256
2022 Q2	$1.62M	Sell	10,147 -1,017	-9%	-$171K	0.07%	255
2022 Q1	$1.96M	Buy	11,164 +136	+1%	+$25.3K	0.07%	255
2021 Q4	$2.32M	Buy	11,028 +100	+0.9%	+$19.7K	0.09%	230
2021 Q3	$2.02M	Buy	+10,928	New	+$2.11M	0.09%	243