Northwestern Mutual Wealth Management’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 | $34.9K | Buy |
437
+397
| +993% | +$31.7K | ﹤0.01% | 2387 |
|
|
2025
Q1 | $2.28K | Hold |
40
| – | – | ﹤0.01% | 3121 |
|
|
2024
Q4 | $2.53K | Buy |
+40
| New | +$2.53K | ﹤0.01% | 3126 |
|
|
2024
Q2 | – | Sell |
-11
| Closed | -$626 | – | 3781 |
|
|
2024
Q1 | $626 | Buy |
+11
| New | +$626 | ﹤0.01% | 3253 |
|
|
2022
Q3 | – | Sell |
-409
| Closed | -$15K | – | 3353 |
|
|
2022
Q2 | $15K | Sell |
409
-567
| -58% | -$20.8K | ﹤0.01% | 2376 |
|
|
2022
Q1 | $41K | Hold |
976
| – | – | ﹤0.01% | 2037 |
|
|
2021
Q4 | $48K | Hold |
976
| – | – | ﹤0.01% | 1998 |
|
|
2021
Q3 | $51K | Hold |
976
| – | – | ﹤0.01% | 1901 |
|
|
2021
Q2 | $44K | Buy |
976
+567
| +139% | +$25.6K | ﹤0.01% | 1897 |
|
|
2021
Q1 | $20K | Hold |
409
| – | – | ﹤0.01% | 2060 |
|
|
2020
Q4 | $16K | Hold |
409
| – | – | ﹤0.01% | 2042 |
|
|
2020
Q3 | $16K | Hold |
409
| – | – | ﹤0.01% | 1874 |
|
|
2020
Q2 | $13K | Hold |
409
| – | – | ﹤0.01% | 1841 |
|
|
2020
Q1 | $5K | Sell |
409
-1,707
| -81% | -$20.9K | ﹤0.01% | 2080 |
|
|
2019
Q4 | $66K | Buy |
+2,116
| New | +$66K | ﹤0.01% | 1346 |
|
|
2014
Q1 | – | Sell |
-60
| Closed | -$1K | – | 1437 |
|
|
2013
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1315 |
|