Schubert & Co’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-13
| Closed | -$707 | – | 1224 |
|
2023
Q1 | $707 | Buy |
13
+1
| +8% | +$54 | ﹤0.01% | 1317 |
|
2022
Q4 | $591 | Buy |
12
+3
| +33% | +$148 | ﹤0.01% | 1349 |
|
2022
Q3 | $0 | Buy |
9
+1
| +13% | – | ﹤0.01% | 1550 |
|
2022
Q2 | $0 | Buy |
8
+7
| +700% | – | ﹤0.01% | 1574 |
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1303 |
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1248 |
|