JFS Wealth 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 | $880 | Sell |
11
-1
| -8% | -$80 | ﹤0.01% | 1598 |
|
|
2025
Q1 | $684 | Buy |
12
+2
| +20% | +$114 | ﹤0.01% | 1725 |
|
|
2024
Q4 | $634 | Hold |
10
| – | – | ﹤0.01% | 1750 |
|
|
2024
Q3 | $585 | Hold |
10
| – | – | ﹤0.01% | 1777 |
|
|
2024
Q2 | $545 | Hold |
10
| – | – | ﹤0.01% | 1790 |
|
|
2024
Q1 | $570 | Hold |
10
| – | – | ﹤0.01% | 1765 |
|
|
2023
Q4 | $563 | Sell |
10
-1
| -9% | -$56 | ﹤0.01% | 1782 |
|
|
2023
Q3 | $526 | Buy |
11
+4
| +57% | +$191 | ﹤0.01% | 1742 |
|
|
2023
Q2 | $334 | Hold |
7
| – | – | ﹤0.01% | 1813 |
|
|
2023
Q1 | $381 | Hold |
7
| – | – | ﹤0.01% | 1751 |
|
|
2022
Q4 | $345 | Sell |
7
-1
| -13% | -$49 | ﹤0.01% | 1784 |
|
|
2022
Q3 | $0 | Buy |
8
+4
| +100% | – | ﹤0.01% | 1905 |
|
|
2022
Q2 | $0 | Sell |
4
-2
| -33% | – | ﹤0.01% | 1913 |
|
|
2022
Q1 | $0 | Buy |
6
+4
| +200% | – | ﹤0.01% | 1948 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1864 |
|
|
2017
Q2 | – | Sell |
-2,985
| Closed | -$68K | – | 441 |
|
|
2017
Q1 | $68K | Hold |
2,985
| – | – | 0.02% | 200 |
|
|
2016
Q4 | $68K | Buy |
2,985
+70
| +2% | +$1.6K | 0.02% | 200 |
|
|
2016
Q3 | $55K | Sell |
2,915
-140
| -5% | -$2.64K | 0.02% | 232 |
|
|
2016
Q2 | $52K | Buy |
3,055
+900
| +42% | +$15.3K | 0.01% | 250 |
|
|
2016
Q1 | $40K | Sell |
2,155
-141
| -6% | -$2.62K | 0.01% | 256 |
|
|
2015
Q4 | $52K | Hold |
2,296
| – | – | 0.02% | 247 |
|
|
2015
Q3 | $47K | Hold |
2,296
| – | – | 0.02% | 218 |
|
|
2015
Q2 | $55K | Hold |
2,296
| – | – | 0.03% | 176 |
|
|
2015
Q1 | $57K | Buy |
2,296
+141
| +7% | +$3.5K | 0.03% | 173 |
|
|
2014
Q4 | $58K | Hold |
2,155
| – | – | 0.01% | 170 |
|
|
2014
Q3 | $53K | Hold |
2,155
| – | – | 0.01% | 172 |
|
|
2014
Q2 | $57K | Buy |
+2,155
| New | +$57K | 0.01% | 172 |
|
|
2014
Q1 | – | Sell |
-8,854
| Closed | -$217K | – | 127 |
|
|
2013
Q4 | $217K | Buy |
+8,854
| New | +$217K | 0.09% | 120 |
|