Valley National Advisers’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 | $9K | Sell |
116
-142
| -55% | -$11K | ﹤0.01% | 589 |
|
|
2025
Q1 | $14K | Sell |
258
-196
| -43% | -$10.6K | ﹤0.01% | 520 |
|
|
2024
Q4 | $28K | Sell |
454
-565
| -55% | -$34.8K | 0.01% | 418 |
|
|
2024
Q3 | $59K | Sell |
1,019
-1,976
| -66% | -$114K | 0.01% | 342 |
|
|
2024
Q2 | $163K | Sell |
2,995
-138
| -4% | -$7.51K | 0.02% | 249 |
|
|
2024
Q1 | $178K | Sell |
3,133
-149
| -5% | -$8.47K | 0.03% | 249 |
|
|
2023
Q4 | $184K | Sell |
3,282
-393
| -11% | -$22K | 0.03% | 241 |
|
|
2023
Q3 | $176K | Sell |
3,675
-114
| -3% | -$5.46K | 0.03% | 251 |
|
|
2023
Q2 | $181K | Sell |
3,789
-256
| -6% | -$12.2K | 0.03% | 253 |
|
|
2023
Q1 | $214K | Sell |
4,045
-2
| -0% | -$106 | 0.04% | 235 |
|
|
2022
Q4 | $203K | Sell |
4,047
-459
| -10% | -$23K | 0.04% | 240 |
|
|
2022
Q3 | $208K | Sell |
4,506
-48
| -1% | -$2.22K | 0.04% | 236 |
|
|
2022
Q2 | $169K | Sell |
4,554
-41
| -0.9% | -$1.52K | 0.04% | 238 |
|
|
2022
Q1 | $196K | Buy |
4,595
+555
| +14% | +$23.7K | 0.04% | 234 |
|
|
2021
Q4 | $200K | Buy |
+4,040
| New | +$200K | 0.04% | 226 |
|