Marathon Capital Management’s Sanmina SANM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$489K	Hold	5,000	–	–	0.12%	95
2025 Q1	$381K	Hold	5,000	–	–	0.1%	105
2024 Q4	$378K	Hold	5,000	–	–	0.09%	108
2024 Q3	$342K	Hold	5,000	–	–	0.08%	110
2024 Q2	$331K	Sell	5,000 -2,500	-33%	-$166K	0.08%	107
2024 Q1	$466K	Hold	7,500	–	–	0.11%	98
2023 Q4	$385K	Buy	+7,500	New	+$385K	0.1%	107
2023 Q3	–	Sell	-7,500	Closed	-$452K	–	167
2023 Q2	$452K	Hold	7,500	–	–	0.11%	100
2023 Q1	$457K	Hold	7,500	–	–	0.11%	103
2022 Q4	$430K	Hold	7,500	–	–	0.12%	99
2022 Q3	$346K	Hold	7,500	–	–	0.1%	112
2022 Q2	$305K	Buy	+7,500	New	+$305K	0.1%	109
2022 Q1	–	Sell	-7,500	Closed	-$311K	–	152
2021 Q4	$311K	Hold	7,500	–	–	0.07%	129
2021 Q3	$290K	Hold	7,500	–	–	0.07%	163
2021 Q2	$292K	Hold	7,500	–	–	0.07%	139
2021 Q1	$310K	Hold	7,500	–	–	0.08%	121
2020 Q4	$239K	Hold	7,500	–	–	0.07%	129
2020 Q3	$202K	Buy	+7,500	New	+$202K	0.07%	133
2020 Q2	–	Sell	-9,630	Closed	-$262K	–	148
2020 Q1	$262K	Sell	9,630 -2,870	-23%	-$78.1K	0.12%	92
2019 Q4	$428K	Hold	12,500	–	–	0.15%	84
2019 Q3	$401K	Hold	12,500	–	–	0.16%	66
2019 Q2	$378K	Hold	12,500	–	–	0.15%	71
2019 Q1	$360K	Hold	12,500	–	–	0.16%	69
2018 Q4	$300K	Hold	12,500	–	–	0.15%	69
2018 Q3	$345K	Hold	12,500	–	–	0.13%	74
2018 Q2	$366K	Buy	+12,500	New	+$366K	0.14%	70