Nisa Investment 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 | $362K | Buy |
4,509
+165
| +4% | +$13.2K | ﹤0.01% | 1068 |
|
|
2025
Q1 | $249K | Sell |
4,344
-32
| -0.7% | -$1.83K | ﹤0.01% | 1178 |
|
|
2024
Q4 | $279K | Buy |
4,376
+39
| +0.9% | +$2.48K | ﹤0.01% | 1203 |
|
|
2024
Q3 | $255K | Sell |
4,337
-1
| -0% | -$59 | ﹤0.01% | 1221 |
|
|
2024
Q2 | $238K | Buy |
4,338
+10
| +0.2% | +$548 | ﹤0.01% | 1269 |
|
|
2024
Q1 | $248K | Buy |
4,328
+15
| +0.3% | +$859 | ﹤0.01% | 1259 |
|
|
2023
Q4 | $242K | Hold |
4,313
| – | – | ﹤0.01% | 1233 |
|
|
2023
Q3 | $206K | Hold |
4,313
| – | – | ﹤0.01% | 1297 |
|
|
2023
Q2 | $206K | Sell |
4,313
-5,750
| -57% | -$274K | ﹤0.01% | 1329 |
|
|
2023
Q1 | $547K | Hold |
10,063
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q4 | $496K | Buy |
10,063
+9,750
| +3,115% | +$481K | ﹤0.01% | 1121 |
|
|
2022
Q3 | $14K | Buy |
313
+13
| +4% | +$581 | ﹤0.01% | 2127 |
|
|
2022
Q2 | $11K | Buy |
300
+130
| +76% | +$4.77K | ﹤0.01% | 2170 |
|
|
2022
Q1 | $7K | Hold |
170
| – | – | ﹤0.01% | 2264 |
|
|
2021
Q4 | $9K | Hold |
170
| – | – | ﹤0.01% | 2043 |
|
|
2021
Q3 | $9 | Hold |
170
| – | – | ﹤0.01% | 2220 |
|
|
2021
Q2 | $8 | Sell |
170
-1,100
| -87% | -$52 | ﹤0.01% | 2252 |
|
|
2021
Q1 | $63 | Hold |
1,270
| – | – | ﹤0.01% | 1931 |
|
|
2020
Q4 | $49K | Buy |
1,270
+470
| +59% | +$18.1K | ﹤0.01% | 1993 |
|
|
2020
Q3 | $32K | Buy |
+800
| New | +$32K | ﹤0.01% | 1982 |
|
|
2019
Q1 | – | Sell |
-21,700
| Closed | -$299K | – | 2045 |
|
|
2018
Q4 | $299K | Hold |
21,700
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q3 | $420K | Sell |
21,700
-1,000
| -4% | -$19.4K | ﹤0.01% | 1152 |
|
|
2018
Q2 | $468K | Sell |
22,700
-3,500
| -13% | -$72.2K | ﹤0.01% | 1076 |
|
|
2018
Q1 | $496K | Hold |
26,200
| – | – | 0.01% | 1023 |
|
|
2017
Q4 | $483K | Hold |
26,200
| – | – | 0.01% | 1047 |
|
|
2017
Q3 | $534K | Hold |
26,200
| – | – | 0.01% | 1014 |
|
|
2017
Q2 | $510K | Sell |
26,200
-1,000
| -4% | -$19.5K | 0.01% | 1011 |
|
|
2017
Q1 | $545K | Buy |
27,200
+1,000
| +4% | +$20K | 0.01% | 1005 |
|
|
2016
Q4 | $600K | Sell |
26,200
-5,700
| -18% | -$131K | 0.01% | 980 |
|
|
2016
Q3 | $600K | Hold |
31,900
| – | – | 0.01% | 946 |
|
|
2016
Q2 | $546K | Hold |
31,900
| – | – | 0.01% | 955 |
|
|
2016
Q1 | $590K | Hold |
31,900
| – | – | 0.01% | 938 |
|
|
2015
Q4 | $726K | Hold |
31,900
| – | – | 0.01% | 844 |
|
|
2015
Q3 | $651K | Hold |
31,900
| – | – | 0.01% | 872 |
|
|
2015
Q2 | $760K | Hold |
31,900
| – | – | 0.01% | 879 |
|
|
2015
Q1 | $794K | Hold |
31,900
| – | – | 0.01% | 882 |
|
|
2014
Q4 | $863K | Hold |
31,900
| – | – | 0.01% | 833 |
|
|
2014
Q3 | $782K | Hold |
31,900
| – | – | 0.01% | 872 |
|
|
2014
Q2 | $851K | Hold |
31,900
| – | – | 0.01% | 858 |
|
|
2014
Q1 | $717K | Buy |
31,900
+2,000
| +7% | +$45K | 0.01% | 921 |
|
|
2013
Q4 | $732K | Hold |
29,900
| – | – | 0.01% | 903 |
|
|
2013
Q3 | $712K | Sell |
29,900
-8,300
| -22% | -$198K | 0.01% | 887 |
|
|
2013
Q2 | $808K | Buy |
+38,200
| New | +$808K | 0.01% | 840 |
|