Steward Partners Investment Advisory’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-600
| Closed | -$26K | – | 3355 |
|
|
2022
Q1 | $26K | Sell |
600
-1,500
| -71% | -$65K | ﹤0.01% | 2248 |
|
|
2021
Q4 | $104K | Sell |
2,100
-700
| -25% | -$34.7K | ﹤0.01% | 1587 |
|
|
2021
Q3 | $147K | Hold |
2,800
| – | – | ﹤0.01% | 1401 |
|
|
2021
Q2 | $125K | Hold |
2,800
| – | – | ﹤0.01% | 1944 |
|
|
2021
Q1 | $139K | Buy |
2,800
+1,399
| +100% | +$69.3K | ﹤0.01% | 1455 |
|
|
2020
Q4 | $54K | Sell |
1,401
-1,399
| -50% | -$53.9K | ﹤0.01% | 1637 |
|
|
2020
Q3 | $112K | Sell |
2,800
-14,100
| -83% | -$564K | ﹤0.01% | 1176 |
|
|
2020
Q2 | $539K | Buy |
+16,900
| New | +$539K | 0.02% | 607 |
|