Carson Wealth (CWM LLC)’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $195K | Buy |
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|
2025
Q2 | $195K | Buy |
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|
2025
Q1 | $135K | Buy |
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|
2024
Q4 | $145K | Buy |
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|
2024
Q3 | $29K | Sell |
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|
2024
Q2 | $28K | Buy |
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|
2024
Q1 | $22K | Buy |
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|
2023
Q4 | $19K | Sell |
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|
2023
Q3 | $17K | Buy |
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|
2023
Q2 | $15K | Sell |
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|
2023
Q1 | $18K | Buy |
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|
2022
Q4 | $15K | Buy |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $6K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $19K | Sell |
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|
2016
Q2 | $18K | Hold |
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|
2016
Q1 | $19K | Hold |
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|
2015
Q4 | $24K | Hold |
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|
2015
Q3 | $21K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $26K | Buy |
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