Montag & Associates’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 | $3.1K | Hold |
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|
2025
Q2 | $3.08K | Hold |
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|
2025
Q1 | $3.49K | Hold |
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|
2024
Q4 | $2.86K | Hold |
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|
2024
Q3 | $2.98K | Hold |
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|
2024
Q2 | $3.15K | Hold |
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|
2024
Q1 | $3.39K | Hold |
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|
2023
Q4 | $2.95K | Hold |
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|
2023
Q3 | $2.67K | Hold |
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|
2023
Q2 | $2.46K | Hold |
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|
2023
Q1 | $2.54K | Hold |
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|
2022
Q4 | $2.52K | Sell |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3K | Sell |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $11K | Buy |
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