SVB Wealth’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$399 | – | 1410 |
|
|
2025
Q1 | $399 | Buy |
+7
| New | +$399 | ﹤0.01% | 1420 |
|
|
2019
Q2 | – | Sell |
-84,506
| Closed | -$1.25M | – | 530 |
|
|
2019
Q1 | $1.25M | Hold |
84,506
| – | – | 0.05% | 202 |
|
|
2018
Q4 | $1.16M | Hold |
84,506
| – | – | 0.05% | 206 |
|
|
2018
Q3 | $1.64M | Buy |
+84,506
| New | +$1.64M | 0.06% | 196 |
|