Moneta Group Investment Advisors’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
63,508
+694
| +1% | +$12.9K | 0.01% | 286 |
|
|
2025
Q1 | $1.32M | Sell |
62,814
-297
| -0.5% | -$6.24K | 0.02% | 255 |
|
|
2024
Q4 | $1.09M | Buy |
63,111
+297
| +0.5% | +$5.11K | 0.02% | 274 |
|
|
2024
Q3 | $1.13M | Sell |
62,814
-635
| -1% | -$11.4K | 0.02% | 267 |
|
|
2024
Q2 | $1.2M | Hold |
63,449
| – | – | 0.02% | 247 |
|
|
2024
Q1 | $1.3M | Hold |
63,449
| – | – | 0.02% | 233 |
|
|
2023
Q4 | $1.13M | Sell |
63,449
-756
| -1% | -$13.4K | 0.02% | 225 |
|
|
2023
Q3 | $1.03M | Hold |
64,205
| – | – | 0.02% | 219 |
|
|
2023
Q2 | $950K | Hold |
64,205
| – | – | 0.02% | 230 |
|
|
2023
Q1 | $984K | Buy |
64,205
+2,441
| +4% | +$37.4K | 0.02% | 213 |
|
|
2022
Q4 | $975K | Sell |
61,764
-2,422
| -4% | -$38.2K | 0.03% | 209 |
|
|
2022
Q3 | $966K | Sell |
64,186
-1,279
| -2% | -$19.2K | 0.04% | 193 |
|
|
2022
Q2 | $999K | Buy |
65,465
+2,732
| +4% | +$41.7K | 0.03% | 207 |
|
|
2022
Q1 | $1.01M | Buy |
62,733
+3
| +0% | +$48 | 0.04% | 203 |
|
|
2021
Q4 | $919K | Sell |
62,730
-6
| -0% | -$88 | 0.04% | 222 |
|
|
2021
Q3 | $963K | Sell |
62,736
-41
| -0.1% | -$629 | 0.04% | 198 |
|
|
2021
Q2 | $963K | Sell |
62,777
-111
| -0.2% | -$1.7K | 0.04% | 201 |
|
|
2021
Q1 | $932K | Buy |
62,888
+506
| +0.8% | +$7.5K | 0.05% | 187 |
|
|
2020
Q4 | $927K | Buy |
62,382
+38,733
| +164% | +$576K | 0.07% | 151 |
|
|
2020
Q3 | $385K | Buy |
+23,649
| New | +$385K | 0.03% | 195 |
|