Transamerica Financial Advisors’s Sonic Corp SONC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-2,314
| Closed | -$82K | – | 751 |
|
2016
Q1 | $82K | Buy |
2,314
+134
| +6% | +$4.75K | 0.01% | 328 |
|
2015
Q4 | $71K | Sell |
2,180
-32
| -1% | -$1.04K | 0.01% | 367 |
|
2015
Q3 | $51K | Buy |
2,212
+322
| +17% | +$7.42K | ﹤0.01% | 387 |
|
2015
Q2 | $55K | Buy |
1,890
+1,729
| +1,074% | +$50.3K | ﹤0.01% | 436 |
|
2015
Q1 | $6K | Buy |
+161
| New | +$6K | ﹤0.01% | 690 |
|