Avantax Advisory Services’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,568
| Closed | -$495K | – | 2435 |
|
|
2025
Q1 | $495K | Buy |
23,568
+818
| +4% | +$17.2K | ﹤0.01% | 1507 |
|
|
2024
Q4 | $391K | Buy |
22,750
+480
| +2% | +$8.26K | ﹤0.01% | 1608 |
|
|
2024
Q3 | $400K | Sell |
22,270
-172
| -0.8% | -$3.09K | ﹤0.01% | 1561 |
|
|
2024
Q2 | $426K | Sell |
22,442
-553
| -2% | -$10.5K | ﹤0.01% | 1468 |
|
|
2024
Q1 | $470K | Buy |
22,995
+5,113
| +29% | +$104K | ﹤0.01% | 1070 |
|
|
2023
Q4 | $318K | Buy |
+17,882
| New | +$318K | ﹤0.01% | 1204 |
|