Shelton Capital Management’s Sanmina SANM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$233K	Sell	1,794 -27	-1%	-$3.97K	0.01%	615
2025 Q4	$273K	Sell	1,821 -122	-6%	-$18K	0.01%	525
2025 Q3	$224K	Buy	+1,943	New	+$218K	﹤0.01%	643
2023 Q2	–	Sell	-3,382	Closed	-$206K	–	755
2023 Q1	$206K	Buy	+3,382	New	+$203K	0.01%	681
2020 Q1	–	Sell	-6,165	Closed	-$211K	–	793
2019 Q4	$211K	Sell	6,165 -300	-5%	-$9.61K	0.01%	736
2019 Q3	$208K	Sell	6,465 -366	-5%	-$11.2K	0.01%	736
2019 Q2	$207K	Buy	+6,831	New	+$207K	0.01%	755
2018 Q3	–	Sell	-6,831	Closed	-$200K	–	935
2018 Q2	$200K	Buy	+6,831	New	+$201K	0.01%	819
2018 Q1	–	Sell	-6,831	Closed	-$225K	–	883
2017 Q4	$225K	Hold	6,831	–	–	0.01%	758
2017 Q3	$254K	Sell	6,831 -550	-7%	-$20.5K	0.02%	652
2017 Q2	$281K	Buy	7,381 +597	+9%	+$22.7K	0.02%	612
2017 Q1	$275K	Buy	6,784 +310	+5%	+$12K	0.02%	619
2016 Q4	$237K	Buy	+6,474	New	+$205K	0.02%	745