Moneta Group Investment Advisors’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
Q3 | $1.18M | Hold |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.2M | Hold |
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|
2024
Q1 | $1.3M | Hold |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.03M | Hold |
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|
2023
Q2 | $950K | Hold |
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|
2023
Q1 | $984K | Buy |
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|
2022
Q4 | $975K | Sell |
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|
2022
Q3 | $966K | Sell |
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|
2022
Q2 | $999K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $919K | Sell |
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|
2021
Q3 | $963K | Sell |
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|
2021
Q2 | $963K | Sell |
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|
2021
Q1 | $932K | Buy |
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|
2020
Q4 | $927K | Buy |
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|
2020
Q3 | $385K | Buy |
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