Kelleher Financial Advisors’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
2026 Q1	$18.2K	Hold	982	–	–	﹤0.01%	484
2025 Q4	$18.2K	Hold	982	–	–	﹤0.01%	518
2025 Q3	$18.3K	Buy	+982	New	+$18.1K	﹤0.01%	445
2017 Q1	–	Sell	-49,417	Closed	-$1.49M	–	127
2016 Q4	$1.49M	Sell	49,417 -18,734	-27%	-$573K	0.83%	37
2016 Q3	$2.27M	Sell	68,151 -40	-0.1%	-$1.35K	1.28%	29
2016 Q2	$2.28M	Sell	68,191 -420	-0.6%	-$13.4K	1.38%	25
2016 Q1	$2.05M	Sell	68,611 -735	-1%	-$19.3K	1.13%	29
2015 Q4	$1.69M	Sell	69,346 -4,100	-6%	-$126K	1.14%	31
2015 Q3	$2.41M	Sell	73,446 -1,623	-2%	-$59.8K	1.6%	21
2015 Q2	$2.99M	Sell	75,069 -50	-0.1%	-$2.13K	1.71%	17
2015 Q1	$3.23M	Sell	75,119 -1,333	-2%	-$58.9K	1.78%	16
2014 Q4	$3.31M	Sell	76,452 -100	-0.1%	-$4.44K	1.77%	18
2014 Q3	$3.44M	Sell	76,552 -1,254	-2%	-$55.9K	1.87%	15
2014 Q2	$3.58M	Buy	77,806 +1,025	+1%	+$46.1K	1.87%	15
2014 Q1	$3.19M	Buy	76,781 +219	+0.3%	+$9.59K	1.73%	16
2013 Q4	$3.59M	Sell	76,562 -1,805	-2%	-$83.8K	1.86%	12
2013 Q3	$3.67M	Sell	78,367 -2,040	-3%	-$95.5K	2.09%	10
2013 Q2	$3.73M	Buy	+80,407	New	+$3.8M	2.28%	8