Concord Wealth Partners’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 | $4.32K | Hold |
233
| – | – | ﹤0.01% | 649 |
|
|
2025
Q1 | $4.9K | Hold |
233
| – | – | ﹤0.01% | 587 |
|
|
2024
Q4 | $4.01K | Hold |
233
| – | – | ﹤0.01% | 631 |
|
|
2024
Q3 | $4.18K | Hold |
233
| – | – | ﹤0.01% | 663 |
|
|
2024
Q2 | $4.43K | Hold |
233
| – | – | ﹤0.01% | 583 |
|
|
2024
Q1 | $4.76K | Hold |
233
| – | – | ﹤0.01% | 660 |
|
|
2023
Q4 | $4.14K | Hold |
233
| – | – | ﹤0.01% | 659 |
|
|
2023
Q3 | $3.74K | Hold |
233
| – | – | ﹤0.01% | 768 |
|
|
2023
Q2 | $3.45K | Hold |
233
| – | – | ﹤0.01% | 780 |
|
|
2023
Q1 | $3.57K | Hold |
233
| – | – | ﹤0.01% | 727 |
|
|
2022
Q4 | $3.54K | Buy |
+233
| New | +$3.54K | ﹤0.01% | 834 |
|
|
2022
Q3 | – | Sell |
-233
| Closed | -$4K | – | 1000 |
|
|
2022
Q2 | $4K | Hold |
233
| – | – | ﹤0.01% | 893 |
|
|
2022
Q1 | $4K | Hold |
233
| – | – | ﹤0.01% | 984 |
|
|
2021
Q4 | $3K | Hold |
233
| – | – | ﹤0.01% | 1076 |
|
|
2021
Q3 | $4K | Hold |
233
| – | – | ﹤0.01% | 649 |
|
|
2021
Q2 | $4K | Hold |
233
| – | – | ﹤0.01% | 784 |
|
|
2021
Q1 | $3K | Hold |
233
| – | – | ﹤0.01% | 776 |
|
|
2020
Q4 | $3K | Buy |
+233
| New | +$3K | ﹤0.01% | 497 |
|