SKK
SONC
Shepherd Kaplan Krochuk’s Sonic Corp SONC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-7,339
| Closed | -$237K | – | 383 |
|
2015
Q4 | $237K | Buy |
+7,339
| New | +$237K | 0.06% | 220 |
|
2014
Q1 | – | Sell |
-14,737
| Closed | -$298K | – | 638 |
|
2013
Q4 | $298K | Buy |
14,737
+765
| +5% | +$15.5K | 0.04% | 318 |
|
2013
Q3 | $248K | Buy |
+13,972
| New | +$248K | 0.04% | 356 |
|