Safeguard Investment Advisory Group’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	$202K	Buy	10,890 +1,094	+11%	+$20.3K	0.05%	138
2025 Q1	$206K	Buy	+9,796	New	+$206K	0.06%	132
2021 Q1	–	Sell	-1,413	Closed	-$20K	–	618
2020 Q4	$20K	Buy	+1,413	New	+$20K	0.02%	310