Mutual Advisors’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
17,395
-3,200
| -16% | -$252K | 0.03% | 409 |
|
|
2025
Q1 | $1.24M | Sell |
20,595
-3,037
| -13% | -$183K | 0.04% | 396 |
|
|
2024
Q4 | $1.61M | Hold |
23,632
| – | – | 0.05% | 331 |
|
|
2024
Q3 | $1.36M | Sell |
23,632
-540
| -2% | -$31K | 0.04% | 381 |
|
|
2024
Q2 | $1.37M | Hold |
24,172
| – | – | 0.04% | 377 |
|
|
2024
Q1 | $1.38M | Buy |
+24,172
| New | +$1.38M | 0.04% | 373 |
|
|
2020
Q3 | – | Sell |
-20,640
| Closed | -$659K | – | 699 |
|
|
2020
Q2 | $659K | Buy |
+20,640
| New | +$659K | 0.06% | 311 |
|
|
2019
Q4 | – | Sell |
-27,490
| Closed | -$863K | – | 613 |
|
|
2019
Q3 | $863K | Sell |
27,490
-17,140
| -38% | -$538K | 0.11% | 219 |
|
|
2019
Q2 | $1.04M | Sell |
44,630
-5,970
| -12% | -$139K | 0.14% | 192 |
|
|
2019
Q1 | $749K | Hold |
50,600
| – | – | 0.11% | 212 |
|
|
2018
Q4 | $696K | Hold |
50,600
| – | – | 0.14% | 183 |
|
|
2018
Q3 | $979K | Hold |
50,600
| – | – | 0.15% | 168 |
|
|
2018
Q2 | $1.04M | Hold |
50,600
| – | – | 0.24% | 134 |
|
|
2018
Q1 | $959K | Buy |
+50,600
| New | +$959K | 0.24% | 135 |
|