Global Retirement 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
2025 Q4	$7.42K	Hold	400	–	–	﹤0.01%	3279
2025 Q3	$7.46K	Hold	400	–	–	﹤0.01%	2816
2025 Q2	$7.41K	Buy	+400	New	+$7.77K	﹤0.01%	2738
2024 Q4	$5.16K	Sell	300 -1,010	-77%	-$18.6K	﹤0.01%	2667
2024 Q3	$23.5K	Hold	1,310	–	–	﹤0.01%	1907
2024 Q2	$24.9K	Buy	1,310 +1,010	+337%	+$19.9K	﹤0.01%	1872
2024 Q1	$6.13K	Hold	300	–	–	﹤0.01%	2319
2023 Q4	$5.57K	Hold	300	–	–	﹤0.01%	2282
2023 Q3	$4.79K	Hold	300	–	–	﹤0.01%	2205
2023 Q2	$4.44K	Hold	300	–	–	﹤0.01%	2250
2023 Q1	$4.57K	Hold	300	–	–	﹤0.01%	2195
2022 Q4	$4.55K	Hold	300	–	–	﹤0.01%	2058
2022 Q3	$5K	Sell	300 -350	-54%	-$5.66K	﹤0.01%	1955
2022 Q2	$10K	Sell	650 -300	-32%	-$4.96K	﹤0.01%	1649
2022 Q1	$16K	Buy	+950	New	+$14.4K	﹤0.01%	1445
2021 Q4	–	Sell	-800	Closed	-$12K	–	1572
2021 Q3	$12K	Sell	800 -796	-50%	-$12.3K	﹤0.01%	1376
2021 Q2	$24K	Hold	1,596	–	–	﹤0.01%	1134
2021 Q1	$24K	Hold	1,596	–	–	﹤0.01%	1057
2020 Q4	$24K	Hold	1,596	–	–	﹤0.01%	976
2020 Q3	$26K	Hold	1,596	–	–	﹤0.01%	845
2020 Q2	$23K	Hold	1,596	–	–	﹤0.01%	860
2020 Q1	$23K	Hold	1,596	–	–	﹤0.01%	763
2019 Q4	$35K	Hold	1,596	–	–	0.01%	746
2019 Q3	$38K	Hold	1,596	–	–	0.01%	695
2019 Q2	$39K	Hold	1,596	–	–	0.01%	672
2019 Q1	$36K	Buy	1,596 +800	+101%	+$17.7K	0.01%	637
2018 Q4	$15K	Hold	796	–	–	﹤0.01%	853
2018 Q3	$19K	Hold	796	–	–	﹤0.01%	839
2018 Q2	$19K	Buy	796 +127	+19%	+$2.92K	﹤0.01%	817
2018 Q1	$15K	Buy	669 +329	+97%	+$8.02K	﹤0.01%	851
2017 Q4	$8K	Buy	+340	New	+$8.47K	﹤0.01%	987