Legacy Financial Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
|
|||||
|
2025
Q1 | $294K | Hold |
|
|||||
|
2024
Q4 | $247K | Hold |
|
|||||
|
2024
Q3 | $251K | Hold |
|
|||||
|
2024
Q2 | $269K | Sell |
|
|||||
|
2024
Q1 | $347K | Sell |
|
|||||
|
2023
Q4 | $366K | Sell |
|
|||||
|
2023
Q3 | $347K | Hold |
|
|||||
|
2023
Q2 | $306K | Hold |
|
|||||
|
2023
Q1 | $317K | Hold |
|
|||||
|
2022
Q4 | $314K | Sell |
|
|||||
|
2022
Q3 | $333K | Hold |
|
|||||
|
2022
Q2 | $337K | Hold |
|
|||||
|
2022
Q1 | $356K | Hold |
|
|||||
|
2021
Q4 | $324K | Sell |
|
|||||
|
2021
Q3 | $344K | Hold |
|
|||||
|
2021
Q2 | $344K | Hold |
|
|||||
|
2021
Q1 | $332K | Hold |
|
|||||
|
2020
Q4 | $333K | Hold |
|
|||||
|
2020
Q3 | $365K | Hold |
|
|||||
|
2020
Q2 | $320K | Buy |
|
|||||
|
2020
Q1 | $310K | Hold |
|
|||||
|
2019
Q4 | $479K | Hold |
|
|||||
|
2019
Q3 | $524K | Sell |
|
|||||
|
2019
Q2 | $536K | Hold |
|
|||||
|
2019
Q1 | $504K | Buy |
|
|||||
|
2018
Q4 | $395K | Hold |
|
|||||
|
2018
Q3 | $462K | Buy |
|
|||||
|
2018
Q2 | $458K | Hold |
|
|||||
|
2018
Q1 | $429K | Buy |
|
|||||
|
2017
Q4 | $375K | Buy |
|