Lee Financial’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-54
| Closed | -$820 | – | 942 |
|
2022
Q4 | $820 | Hold |
54
| – | – | ﹤0.01% | 780 |
|
2022
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 788 |
|
2022
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 818 |
|
2022
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 737 |
|
2021
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 873 |
|
2021
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 683 |
|
2021
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 660 |
|
2021
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 476 |
|
2020
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 466 |
|
2020
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 522 |
|
2020
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 512 |
|
2020
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 473 |
|
2019
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 491 |
|
2019
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 502 |
|
2019
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 510 |
|
2019
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 503 |
|
2018
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 429 |
|
2018
Q3 | $1K | Sell |
54
-3,200
| -98% | -$59.3K | ﹤0.01% | 455 |
|
2018
Q2 | $76K | Sell |
3,254
-3,200
| -50% | -$74.7K | 0.02% | 228 |
|
2018
Q1 | $142K | Buy |
6,454
+3,200
| +98% | +$70.4K | 0.04% | 181 |
|
2017
Q4 | $79K | Hold |
3,254
| – | – | 0.02% | 165 |
|
2017
Q3 | $85K | Hold |
3,254
| – | – | 0.03% | 152 |
|
2017
Q2 | $77K | Buy |
3,254
+3,200
| +5,926% | +$75.7K | 0.03% | 164 |
|
2017
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 395 |
|
2016
Q4 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 400 |
|