SWA
SAH icon

Sax Wealth Advisors’s Sonic Automotive SAH Stock Holding History

Sax Wealth Advisors’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$278K Buy
4,058
+1
+0% +$77 0.01% 461
2026
Q1 		$251K Hold
4,057
– – 0.01% 427
2025
Q4 		$251K Buy
+4,057
New +$269K 0.01% 434

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