Summit Global Investments’s AutoNation AN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,900
| Closed | -$390K | – | 528 |
|
2023
Q1 | $390K | Sell |
2,900
-4,202
| -59% | -$565K | 0.03% | 388 |
|
2022
Q4 | $762K | Sell |
7,102
-7,108
| -50% | -$763K | 0.06% | 244 |
|
2022
Q3 | $1.45M | Sell |
14,210
-1,018
| -7% | -$104K | 0.13% | 161 |
|
2022
Q2 | $1.7M | Buy |
15,228
+2,727
| +22% | +$305K | 0.15% | 147 |
|
2022
Q1 | $1.25M | Buy |
12,501
+4,801
| +62% | +$478K | 0.09% | 199 |
|
2021
Q4 | $900K | Buy |
+7,700
| New | +$900K | 0.06% | 253 |
|
2021
Q2 | – | Sell |
-3,900
| Closed | -$364K | – | 561 |
|
2021
Q1 | $364K | Buy |
+3,900
| New | +$364K | 0.02% | 420 |
|