FDx 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
Q2 | – | Sell |
-13,703
| Closed | -$260K | – | 1054 |
|
|
2018
Q1 | $260K | Sell |
13,703
-1,777
| -11% | -$33.7K | 0.01% | 1040 |
|
|
2017
Q4 | $286K | Buy |
15,480
+1,700
| +12% | +$31.4K | 0.01% | 1061 |
|
|
2017
Q3 | $281K | Buy |
13,780
+1,100
| +9% | +$22.4K | 0.01% | 1066 |
|
|
2017
Q2 | $247K | Sell |
12,680
-706
| -5% | -$13.8K | 0.01% | 1061 |
|
|
2017
Q1 | $268K | Sell |
13,386
-111
| -0.8% | -$2.22K | 0.01% | 1013 |
|
|
2016
Q4 | $309K | Buy |
13,497
+694
| +5% | +$15.9K | 0.01% | 937 |
|
|
2016
Q3 | $241K | Buy |
12,803
+900
| +8% | +$16.9K | 0.01% | 830 |
|
|
2016
Q2 | $204K | Buy |
11,903
+1,211
| +11% | +$20.8K | 0.01% | 841 |
|
|
2016
Q1 | $198K | Sell |
10,692
-1,277
| -11% | -$23.6K | 0.01% | 852 |
|
|
2015
Q4 | $272K | Sell |
11,969
-460
| -4% | -$10.5K | 0.01% | 744 |
|
|
2015
Q3 | $254K | Buy |
12,429
+535
| +4% | +$10.9K | 0.02% | 669 |
|
|
2015
Q2 | $283K | Buy |
11,894
+3,594
| +43% | +$85.5K | 0.01% | 766 |
|
|
2015
Q1 | $207K | Sell |
8,300
-121
| -1% | -$3.02K | ﹤0.01% | 1436 |
|
|
2014
Q4 | $228K | Sell |
8,421
-2,290
| -21% | -$62K | 0.01% | 819 |
|
|
2014
Q3 | $263K | Buy |
10,711
+981
| +10% | +$24.1K | 0.02% | 829 |
|
|
2014
Q2 | $260K | Sell |
9,730
-286
| -3% | -$7.64K | 0.02% | 839 |
|
|
2014
Q1 | $225K | Buy |
10,016
+414
| +4% | +$9.3K | 0.02% | 694 |
|
|
2013
Q4 | $235K | Buy |
+9,602
| New | +$235K | 0.02% | 595 |
|