IFP Advisors’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12K | Buy |
8
+7
| +700% | +$979 | ﹤0.01% | 4185 |
|
|
2025
Q1 | $57 | Hold |
1
| – | – | ﹤0.01% | 3996 |
|
|
2024
Q4 | $63 | Buy |
+1
| New | +$63 | ﹤0.01% | 4187 |
|
|
2022
Q4 | – | Sell |
-70
| Closed | -$7K | – | 4810 |
|
|
2022
Q3 | $7K | Buy |
70
+5
| +8% | +$500 | ﹤0.01% | 3875 |
|
|
2022
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 3623 |
|
|
2022
Q1 | $7K | Buy |
+65
| New | +$7K | ﹤0.01% | 3623 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4361 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4139 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4033 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3856 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3720 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3548 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3485 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3477 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3536 |
|
|
2019
Q1 | – | Sell |
-248
| Closed | -$3K | – | 3209 |
|
|
2018
Q4 | $3K | Sell |
248
-131
| -35% | -$1.59K | ﹤0.01% | 3011 |
|
|
2018
Q3 | $7K | Hold |
379
| – | – | ﹤0.01% | 3029 |
|
|
2018
Q2 | $8K | Hold |
379
| – | – | ﹤0.01% | 3001 |
|
|
2018
Q1 | $7K | Hold |
379
| – | – | ﹤0.01% | 3014 |
|
|
2017
Q4 | $7K | Hold |
379
| – | – | ﹤0.01% | 3011 |
|
|
2017
Q3 | $8K | Hold |
379
| – | – | ﹤0.01% | 3124 |
|
|
2017
Q2 | $7K | Hold |
379
| – | – | ﹤0.01% | 3205 |
|
|
2017
Q1 | $8K | Hold |
379
| – | – | ﹤0.01% | 3024 |
|
|
2016
Q4 | $9K | Hold |
379
| – | – | ﹤0.01% | 2958 |
|
|
2016
Q3 | $7K | Buy |
379
+131
| +53% | +$2.42K | ﹤0.01% | 3054 |
|
|
2016
Q2 | $4K | Buy |
+248
| New | +$4K | ﹤0.01% | 3253 |
|
|
2016
Q1 | – | Sell |
-248
| Closed | -$6K | – | 3243 |
|
|
2015
Q4 | $6K | Buy |
+248
| New | +$6K | ﹤0.01% | 2862 |
|