Carson Wealth (CWM LLC)’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
2,443
+66
| +3% | +$5.27K | ﹤0.01% | 2200 |
|
|
2025
Q1 | $135K | Buy |
2,377
+88
| +4% | +$5K | ﹤0.01% | 2177 |
|
|
2024
Q4 | $145K | Buy |
2,289
+1,786
| +355% | +$113K | ﹤0.01% | 2042 |
|
|
2024
Q3 | $29K | Sell |
503
-20
| -4% | -$1.15K | ﹤0.01% | 3122 |
|
|
2024
Q2 | $28K | Buy |
523
+130
| +33% | +$6.96K | ﹤0.01% | 2896 |
|
|
2024
Q1 | $22K | Buy |
393
+52
| +15% | +$2.91K | ﹤0.01% | 2838 |
|
|
2023
Q4 | $19K | Sell |
341
-12
| -3% | -$669 | ﹤0.01% | 2810 |
|
|
2023
Q3 | $17K | Buy |
353
+43
| +14% | +$2.07K | ﹤0.01% | 2800 |
|
|
2023
Q2 | $15K | Sell |
310
-16
| -5% | -$774 | ﹤0.01% | 2831 |
|
|
2023
Q1 | $18K | Buy |
326
+22
| +7% | +$1.22K | ﹤0.01% | 2585 |
|
|
2022
Q4 | $15K | Buy |
304
+24
| +9% | +$1.18K | ﹤0.01% | 2572 |
|
|
2022
Q3 | $12K | Sell |
280
-62
| -18% | -$2.66K | ﹤0.01% | 2583 |
|
|
2022
Q2 | $13K | Buy |
342
+195
| +133% | +$7.41K | ﹤0.01% | 2428 |
|
|
2022
Q1 | $6K | Buy |
+147
| New | +$6K | ﹤0.01% | 2773 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$19K | – | 1169 |
|
|
2016
Q3 | $19K | Sell |
1,000
-50
| -5% | -$950 | ﹤0.01% | 557 |
|
|
2016
Q2 | $18K | Hold |
1,050
| – | – | ﹤0.01% | 483 |
|
|
2016
Q1 | $19K | Hold |
1,050
| – | – | ﹤0.01% | 445 |
|
|
2015
Q4 | $24K | Hold |
1,050
| – | – | ﹤0.01% | 379 |
|
|
2015
Q3 | $21K | Buy |
+1,050
| New | +$21K | ﹤0.01% | 363 |
|
|
2014
Q1 | – | Sell |
-1,050
| Closed | -$26K | – | 383 |
|
|
2013
Q4 | $26K | Buy |
+1,050
| New | +$26K | ﹤0.01% | 316 |
|