Petrus Trust Company’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 | – | Sell |
-15,207
| Closed | -$866K | – | 693 |
|
|
2025
Q1 | $866K | Buy |
+15,207
| New | +$866K | 0.08% | 55 |
|
|
2024
Q3 | – | Sell |
-7,877
| Closed | -$429K | – | 724 |
|
|
2024
Q2 | $429K | Buy |
+7,877
| New | +$429K | 0.04% | 284 |
|
|
2024
Q1 | – | Sell |
-8,282
| Closed | -$466K | – | 767 |
|
|
2023
Q4 | $466K | Sell |
8,282
-3,120
| -27% | -$175K | 0.04% | 250 |
|
|
2023
Q3 | $545K | Sell |
11,402
-4,170
| -27% | -$199K | 0.06% | 149 |
|
|
2023
Q2 | $742K | Buy |
+15,572
| New | +$742K | 0.08% | 56 |
|
|
2020
Q4 | – | Sell |
-6,266
| Closed | -$252K | – | 209 |
|
|
2020
Q3 | $252K | Buy |
+6,266
| New | +$252K | 0.03% | 129 |
|
|
2020
Q2 | – | Sell |
-11,509
| Closed | -$153K | – | 307 |
|
|
2020
Q1 | $153K | Buy |
11,509
+4,854
| +73% | +$64.5K | 0.02% | 128 |
|
|
2019
Q4 | $206K | Buy |
+6,655
| New | +$206K | 0.03% | 241 |
|