Global Retirement Partners’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6
| Closed | -$351 | – | 3755 |
|
|
2024
Q3 | $351 | Sell |
6
-3
| -33% | -$176 | ﹤0.01% | 3316 |
|
|
2024
Q2 | $490 | Hold |
9
| – | – | ﹤0.01% | 3290 |
|
|
2024
Q1 | $512 | Hold |
9
| – | – | ﹤0.01% | 3122 |
|
|
2023
Q4 | $455 | Buy |
9
+3
| +50% | +$152 | ﹤0.01% | 3106 |
|
|
2023
Q3 | $270 | Hold |
6
| – | – | ﹤0.01% | 3079 |
|
|
2023
Q2 | $286 | Sell |
6
-6
| -50% | -$286 | ﹤0.01% | 3055 |
|
|
2023
Q1 | $501 | Sell |
12
-248
| -95% | -$10.4K | ﹤0.01% | 2921 |
|
|
2022
Q4 | $12.8K | Hold |
260
| – | – | ﹤0.01% | 1683 |
|
|
2022
Q3 | $12K | Buy |
260
+12
| +5% | +$554 | ﹤0.01% | 1615 |
|
|
2022
Q2 | $9K | Hold |
248
| – | – | ﹤0.01% | 1692 |
|
|
2022
Q1 | $11K | Buy |
+248
| New | +$11K | ﹤0.01% | 1592 |
|
|
2021
Q4 | – | Sell |
-248
| Closed | -$13K | – | 1487 |
|
|
2021
Q3 | $13K | Hold |
248
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q2 | $11K | Hold |
248
| – | – | ﹤0.01% | 1356 |
|
|
2021
Q1 | $12K | Hold |
248
| – | – | ﹤0.01% | 1249 |
|
|
2020
Q4 | $10K | Hold |
248
| – | – | ﹤0.01% | 1266 |
|
|
2020
Q3 | $10K | Hold |
248
| – | – | ﹤0.01% | 1150 |
|
|
2020
Q2 | $8K | Buy |
+248
| New | +$8K | ﹤0.01% | 1179 |
|