Cascade Investment Advisors’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-57,415
| Closed | -$1.18M | – | 200 |
|
|
2018
Q2 | $1.18M | Sell |
57,415
-11,775
| -17% | -$243K | 1.06% | 37 |
|
|
2018
Q1 | $1.31M | Buy |
69,190
+3,500
| +5% | +$66.3K | 1.03% | 42 |
|
|
2017
Q4 | $1.21M | Sell |
65,690
-450
| -0.7% | -$8.3K | 0.96% | 52 |
|
|
2017
Q3 | $1.35M | Hold |
66,140
| – | – | 1.13% | 39 |
|
|
2017
Q2 | $1.29M | Buy |
66,140
+850
| +1% | +$16.5K | 1.09% | 41 |
|
|
2017
Q1 | $1.31M | Sell |
65,290
-2,850
| -4% | -$57.1K | 1.15% | 40 |
|
|
2016
Q4 | $1.56M | Buy |
+68,140
| New | +$1.56M | 1.33% | 31 |
|
|
2016
Q2 | $1.13M | Buy |
+66,240
| New | +$1.13M | 1.09% | 46 |
|