Optimum Investment Advisors’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.2K | Hold |
604
| – | – | ﹤0.01% | 498 |
|
2025
Q1 | $12.7K | Hold |
604
| – | – | 0.01% | 489 |
|
2024
Q4 | $10.4K | Hold |
604
| – | – | ﹤0.01% | 504 |
|
2024
Q3 | $10.8K | Hold |
604
| – | – | ﹤0.01% | 521 |
|
2024
Q2 | $11.5K | Hold |
604
| – | – | 0.01% | 509 |
|
2024
Q1 | $12.3K | Hold |
604
| – | – | 0.01% | 499 |
|
2023
Q4 | $10.7K | Hold |
604
| – | – | 0.01% | 505 |
|
2023
Q3 | $9.69K | Hold |
604
| – | – | 0.01% | 545 |
|
2023
Q2 | $8.94K | Hold |
604
| – | – | ﹤0.01% | 560 |
|
2023
Q1 | $9.25K | Hold |
604
| – | – | ﹤0.01% | 572 |
|
2022
Q4 | $9.17K | Hold |
604
| – | – | 0.01% | 577 |
|
2022
Q3 | $9K | Hold |
604
| – | – | ﹤0.01% | 598 |
|
2022
Q2 | $9K | Hold |
604
| – | – | ﹤0.01% | 619 |
|
2022
Q1 | $10K | Hold |
604
| – | – | ﹤0.01% | 647 |
|
2021
Q4 | $9K | Hold |
604
| – | – | ﹤0.01% | 686 |
|
2021
Q3 | $9K | Sell |
604
-800
| -57% | -$11.9K | ﹤0.01% | 693 |
|
2021
Q2 | $22K | Hold |
1,404
| – | – | 0.01% | 644 |
|
2021
Q1 | $21K | Hold |
1,404
| – | – | 0.01% | 659 |
|
2020
Q4 | $21K | Hold |
1,404
| – | – | 0.01% | 619 |
|
2020
Q3 | $23K | Hold |
1,404
| – | – | 0.01% | 583 |
|
2020
Q2 | $20K | Hold |
1,404
| – | – | 0.01% | 604 |
|
2020
Q1 | $20K | Hold |
1,404
| – | – | 0.01% | 575 |
|
2019
Q4 | $31K | Hold |
1,404
| – | – | 0.01% | 603 |
|
2019
Q3 | $33K | Hold |
1,404
| – | – | 0.01% | 586 |
|
2019
Q2 | $34K | Hold |
1,404
| – | – | 0.01% | 590 |
|
2019
Q1 | $31K | Hold |
1,404
| – | – | 0.01% | 614 |
|
2018
Q4 | $27K | Hold |
1,404
| – | – | 0.01% | 596 |
|
2018
Q3 | $33K | Hold |
1,404
| – | – | 0.01% | 629 |
|
2018
Q2 | $33K | Hold |
1,404
| – | – | 0.01% | 618 |
|
2018
Q1 | $31K | Buy |
+1,404
| New | +$31K | 0.01% | 622 |
|
2015
Q1 | $65K | Buy |
1,521
+117
| +8% | +$5K | 0.02% | 454 |
|
2014
Q4 | $61K | Hold |
1,404
| – | – | 0.02% | 458 |
|
2014
Q3 | $63K | Hold |
1,404
| – | – | 0.02% | 425 |
|
2014
Q2 | $65K | Hold |
1,404
| – | – | 0.02% | 426 |
|
2014
Q1 | $58K | Hold |
1,404
| – | – | 0.02% | 378 |
|
2013
Q4 | $66K | Hold |
1,404
| – | – | 0.02% | 354 |
|
2013
Q3 | $66K | Buy |
+1,404
| New | +$66K | 0.03% | 334 |
|