LFS

Legacy Financial Strategies’s Suburban Propane Partners SPH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$259K	Hold	14,000	–	–	0.05%	110
2025 Q1	$294K	Hold	14,000	–	–	0.06%	90
2024 Q4	$247K	Hold	14,000	–	–	0.05%	104
2024 Q3	$251K	Hold	14,000	–	–	0.06%	99
2024 Q2	$269K	Sell	14,000 -3,000	-18%	-$57.7K	0.06%	78
2024 Q1	$347K	Sell	17,000 -3,600	-17%	-$73.5K	0.09%	68
2023 Q4	$366K	Sell	20,600 -100	-0.5%	-$1.78K	0.1%	62
2023 Q3	$347K	Hold	20,700	–	–	0.11%	60
2023 Q2	$306K	Hold	20,700	–	–	0.1%	59
2023 Q1	$317K	Hold	20,700	–	–	0.12%	58
2022 Q4	$314K	Sell	20,700 -1,400	-6%	-$21.3K	0.13%	55
2022 Q3	$333K	Hold	22,100	–	–	0.16%	54
2022 Q2	$337K	Hold	22,100	–	–	0.17%	53
2022 Q1	$356K	Hold	22,100	–	–	0.15%	54
2021 Q4	$324K	Sell	22,100 -300	-1%	-$4.4K	0.14%	53
2021 Q3	$344K	Hold	22,400	–	–	0.16%	54
2021 Q2	$344K	Hold	22,400	–	–	0.16%	54
2021 Q1	$332K	Hold	22,400	–	–	0.18%	53
2020 Q4	$333K	Hold	22,400	–	–	0.17%	54
2020 Q3	$365K	Hold	22,400	–	–	0.21%	51
2020 Q2	$320K	Buy	22,400 +500	+2%	+$7.14K	0.25%	50
2020 Q1	$310K	Hold	21,900	–	–	0.29%	47
2019 Q4	$479K	Hold	21,900	–	–	0.39%	47
2019 Q3	$524K	Sell	21,900 -600	-3%	-$14.4K	0.47%	42
2019 Q2	$536K	Hold	22,500	–	–	0.5%	39
2019 Q1	$504K	Buy	22,500 +2,000	+10%	+$44.8K	0.43%	40
2018 Q4	$395K	Hold	20,500	–	–	0.39%	39
2018 Q3	$462K	Buy	20,500 +1,000	+5%	+$22.5K	0.47%	38
2018 Q2	$458K	Hold	19,500	–	–	0.41%	51
2018 Q1	$429K	Buy	19,500 +4,000	+26%	+$88K	0.42%	47
2017 Q4	$375K	Buy	+15,500	New	+$375K	0.4%	52