Concord Wealth Partners’s Suburban Propane Partners SPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-233	Closed	-$4.32K	–	702
2025 Q4	$4.32K	Hold	233	–	–	﹤0.01%	642
2025 Q3	$4.34K	Hold	233	–	–	﹤0.01%	644
2025 Q2	$4.32K	Hold	233	–	–	﹤0.01%	649
2025 Q1	$4.89K	Hold	233	–	–	﹤0.01%	588
2024 Q4	$4.01K	Hold	233	–	–	﹤0.01%	632
2024 Q3	$4.18K	Hold	233	–	–	﹤0.01%	664
2024 Q2	$4.42K	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%	726
2022 Q4	$3.54K	Buy	+233	New	+$3.73K	﹤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	+$3.75K	﹤0.01%	497