Optimum Investment Advisors’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 | $11.3K | Hold |
604
| – | – | ﹤0.01% | 500 |
|
|
2025
Q2 | $11.2K | Hold |
604
| – | – | ﹤0.01% | 499 |
|
|
2025
Q1 | $12.7K | Hold |
604
| – | – | 0.01% | 490 |
|
|
2024
Q4 | $10.4K | Hold |
604
| – | – | ﹤0.01% | 505 |
|
|
2024
Q3 | $10.8K | Hold |
604
| – | – | ﹤0.01% | 521 |
|
|
2024
Q2 | $11.5K | Hold |
604
| – | – | 0.01% | 510 |
|
|
2024
Q1 | $12.3K | Hold |
604
| – | – | 0.01% | 500 |
|
|
2023
Q4 | $10.7K | Hold |
604
| – | – | 0.01% | 506 |
|
|
2023
Q3 | $9.69K | Hold |
604
| – | – | 0.01% | 546 |
|
|
2023
Q2 | $8.94K | Hold |
604
| – | – | ﹤0.01% | 561 |
|
|
2023
Q1 | $9.25K | Hold |
604
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $9.17K | Hold |
604
| – | – | 0.01% | 578 |
|
|
2022
Q3 | $9K | Hold |
604
| – | – | ﹤0.01% | 599 |
|
|
2022
Q2 | $9K | Hold |
604
| – | – | ﹤0.01% | 620 |
|
|
2022
Q1 | $10K | Hold |
604
| – | – | ﹤0.01% | 648 |
|
|
2021
Q4 | $9K | Hold |
604
| – | – | ﹤0.01% | 687 |
|
|
2021
Q3 | $9K | Sell |
604
-800
| -57% | -$12.4K | ﹤0.01% | 694 |
|
|
2021
Q2 | $22K | Hold |
1,404
| – | – | 0.01% | 645 |
|
|
2021
Q1 | $21K | Hold |
1,404
| – | – | 0.01% | 660 |
|
|
2020
Q4 | $21K | Hold |
1,404
| – | – | 0.01% | 620 |
|
|
2020
Q3 | $23K | Hold |
1,404
| – | – | 0.01% | 584 |
|
|
2020
Q2 | $20K | Hold |
1,404
| – | – | 0.01% | 604 |
|
|
2020
Q1 | $20K | Hold |
1,404
| – | – | 0.01% | 576 |
|
|
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% | 630 |
|
|
2018
Q2 | $33K | Hold |
1,404
| – | – | 0.01% | 618 |
|
|
2018
Q1 | $31K | Buy |
+1,404
| New | +$34.2K | 0.01% | 622 |
|
|
2015
Q1 | $65K | Buy |
1,521
+117
| +8% | +$5.17K | 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 | +$65.7K | 0.03% | 334 |
|
Other funds holding SPH
AA
BHC
FI
Optimum Investment Advisors's SPH Position: Q3 2025 in Review
Optimum Investment Advisors held its Suburban Propane Partners (SPH) position steady in Q3 2025 at 604 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #500.
Optimum Investment Advisors first reported a position in SPH in Q3 2013 and has held it in 38 quarters since. The position peaked at $66K in Q4 2013. 140 funds tracked by Wall St. Rank hold SPH as of Q3 2025.
- Optimum Investment Advisors held 604 shares of Suburban Propane Partners worth $11.3K as of Q3 2025.
- Optimum Investment Advisors left its Suburban Propane Partners share count unchanged in Q3 2025.
- Suburban Propane Partners made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #500 holding.
- Optimum Investment Advisors first reported a position in Suburban Propane Partners in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Suburban Propane Partners position peaked at $66K in Q4 2013.
- 140 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.