Burney Company’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,680
| Closed | -$280K | – | 575 |
|
|
2022
Q4 | $280K | Hold |
5,680
| – | – | 0.01% | 491 |
|
|
2022
Q3 | $246K | Sell |
5,680
-3,600
| -39% | -$156K | 0.01% | 505 |
|
|
2022
Q2 | $340K | Buy |
9,280
+195
| +2% | +$7.14K | 0.02% | 455 |
|
|
2022
Q1 | $386K | Sell |
9,085
-1,717
| -16% | -$73K | 0.02% | 458 |
|
|
2021
Q4 | $534K | Buy |
10,802
+1,962
| +22% | +$97K | 0.02% | 412 |
|
|
2021
Q3 | $464K | Buy |
+8,840
| New | +$464K | 0.02% | 422 |
|