Harbor Investment Advisory’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-461
| Closed | -$22K | – | 1314 |
|
|
2023
Q2 | $22K | Hold |
461
| – | – | ﹤0.01% | 885 |
|
|
2023
Q1 | $25.1K | Hold |
461
| – | – | ﹤0.01% | 871 |
|
|
2022
Q4 | $22.7K | Hold |
461
| – | – | ﹤0.01% | 881 |
|
|
2022
Q3 | $20K | Hold |
461
| – | – | ﹤0.01% | 914 |
|
|
2022
Q2 | $17K | Hold |
461
| – | – | ﹤0.01% | 936 |
|
|
2022
Q1 | $20K | Hold |
461
| – | – | ﹤0.01% | 934 |
|
|
2021
Q4 | $23K | Buy |
461
+211
| +84% | +$10.5K | ﹤0.01% | 908 |
|
|
2021
Q3 | $13K | Hold |
250
| – | – | ﹤0.01% | 1014 |
|
|
2021
Q2 | $11K | Sell |
250
-317
| -56% | -$13.9K | ﹤0.01% | 1000 |
|
|
2021
Q1 | $28K | Hold |
567
| – | – | ﹤0.01% | 813 |
|
|
2020
Q4 | $22K | Buy |
567
+330
| +139% | +$12.8K | ﹤0.01% | 812 |
|
|
2020
Q3 | $10K | Buy |
+237
| New | +$10K | ﹤0.01% | 848 |
|