First Heartland Consultants’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-50,600
| Closed | -$1.03M | – | 321 |
|
|
2017
Q3 | $1.03M | Buy |
50,600
+9,400
| +23% | +$192K | 0.25% | 117 |
|
|
2017
Q2 | $801K | Hold |
41,200
| – | – | 0.21% | 139 |
|
|
2017
Q1 | $826K | Hold |
41,200
| – | – | 0.23% | 127 |
|
|
2016
Q4 | $943K | Hold |
41,200
| – | – | 0.29% | 98 |
|
|
2016
Q3 | $775K | Buy |
41,200
+8,400
| +26% | +$158K | 0.23% | 118 |
|
|
2016
Q2 | $561 | Buy |
+32,800
| New | +$561 | 0.06% | 138 |
|