Wealthspire Advisors (Maryland)’s Sonic Corp SONC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-105
| Closed | -$5K | – | 2675 |
|
|
2018
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 1862 |
|
|
2018
Q2 | $4K | Buy |
105
+48
| +84% | +$1.83K | ﹤0.01% | 1954 |
|
|
2018
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 2467 |
|
|
2017
Q4 | $2K | Buy |
57
+32
| +128% | +$1.12K | ﹤0.01% | 2219 |
|
|
2017
Q3 | $1K | Buy |
25
+4
| +19% | +$160 | ﹤0.01% | 2201 |
|
|
2017
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 2162 |
|
|
2017
Q1 | $1K | Sell |
21
-20
| -49% | -$952 | ﹤0.01% | 1893 |
|
|
2016
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 1721 |
|
|
2016
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 1697 |
|
|
2016
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 1664 |
|
|
2016
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 1709 |
|
|
2015
Q4 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 1689 |
|