Kestra Private Wealth Services’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,447
| Closed | -$317K | – | 997 |
|
|
2022
Q1 | $317K | Sell |
7,447
-199
| -3% | -$8.47K | 0.02% | 727 |
|
|
2021
Q4 | $378K | Sell |
7,646
-502
| -6% | -$24.8K | 0.02% | 680 |
|
|
2021
Q3 | $428K | Buy |
8,148
+38
| +0.5% | +$2K | 0.02% | 585 |
|
|
2021
Q2 | $363K | Buy |
8,110
+68
| +0.8% | +$3.04K | 0.02% | 606 |
|
|
2021
Q1 | $399K | Buy |
+8,042
| New | +$399K | 0.03% | 513 |
|