EverSource Wealth Advisors’s Sonic Automotive SAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Buy |
233
+227
| +3,783% | +$18.1K | ﹤0.01% | 2345 |
|
|
2025
Q1 | $342 | Buy |
+6
| New | +$342 | ﹤0.01% | 3572 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2598 |
|
|
2023
Q1 | – | Sell |
-37
| Closed | -$1.83K | – | 2513 |
|
|
2022
Q4 | $1.83K | Hold |
37
| – | – | ﹤0.01% | 1938 |
|
|
2022
Q3 | $2K | Sell |
37
-47
| -56% | -$2.54K | ﹤0.01% | 1720 |
|
|
2022
Q2 | $3K | Sell |
84
-117
| -58% | -$4.18K | ﹤0.01% | 1428 |
|
|
2022
Q1 | $9K | Hold |
201
| – | – | ﹤0.01% | 1034 |
|
|
2021
Q4 | $10K | Buy |
+201
| New | +$10K | ﹤0.01% | 973 |
|