SWA
Sutton Wealth Advisors’s Sonic Automotive SAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-401
| Closed | -$19.8K | – | 1418 |
|
|
2022
Q4 | $19.8K | Hold |
401
| – | – | 0.01% | 697 |
|
|
2022
Q3 | $17.4K | Buy |
401
+10
| +3% | +$433 | 0.01% | 707 |
|
|
2022
Q2 | $14.3K | Sell |
391
-8
| -2% | -$293 | 0.01% | 785 |
|
|
2022
Q1 | $17K | Buy |
399
+3
| +0.8% | +$128 | 0.01% | 765 |
|
|
2021
Q4 | $19.6K | Buy |
396
+5
| +1% | +$247 | 0.01% | 707 |
|
|
2021
Q3 | $20.5K | Hold |
391
| – | – | 0.01% | 686 |
|
|
2021
Q2 | $17.5K | Hold |
391
| – | – | 0.01% | 745 |
|
|
2021
Q1 | $19.4K | Hold |
391
| – | – | 0.01% | 680 |
|
|
2020
Q4 | $15.1K | Hold |
391
| – | – | 0.01% | 682 |
|
|
2020
Q3 | $15.7K | Hold |
391
| – | – | 0.01% | 612 |
|
|
2020
Q2 | $12.5K | Buy |
391
+66
| +20% | +$2.11K | 0.01% | 653 |
|
|
2020
Q1 | $4.32K | Buy |
+325
| New | +$4.32K | ﹤0.01% | 865 |
|
|
2019
Q1 | – | Sell |
-513
| Closed | -$7.06K | – | 1224 |
|
|
2018
Q4 | $7.06K | Hold |
513
| – | – | ﹤0.01% | 822 |
|
|
2018
Q3 | $9.93K | Hold |
513
| – | – | 0.01% | 783 |
|
|
2018
Q2 | $10.6K | Hold |
513
| – | – | 0.01% | 816 |
|
|
2018
Q1 | $9.72K | Hold |
513
| – | – | 0.01% | 814 |
|
|
2017
Q4 | $9.47K | Hold |
513
| – | – | 0.01% | 799 |
|
|
2017
Q3 | $10.5K | Hold |
513
| – | – | 0.01% | 754 |
|
|
2017
Q2 | $9.98K | Hold |
513
| – | – | 0.01% | 751 |
|
|
2017
Q1 | $10.3K | Hold |
513
| – | – | 0.01% | 705 |
|
|
2016
Q4 | $11.7K | Hold |
513
| – | – | 0.01% | 648 |
|
|
2016
Q3 | $9.64K | Hold |
513
| – | – | 0.01% | 674 |
|
|
2016
Q2 | $8.78K | Hold |
513
| – | – | 0.01% | 658 |
|
|
2016
Q1 | $9.48K | Buy |
+513
| New | +$9.48K | 0.01% | 622 |
|