Wellington Management Group’s Sonic Automotive SAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,270
| Closed | -$277K | – | 2283 |
|
|
2021
Q3 | $277K | Buy |
+5,270
| New | +$277K | ﹤0.01% | 2061 |
|
|
2021
Q1 | – | Sell |
-6,144
| Closed | -$237K | – | 2170 |
|
|
2020
Q4 | $237K | Buy |
6,144
+658
| +12% | +$25.4K | ﹤0.01% | 1867 |
|
|
2020
Q3 | $221K | Buy |
+5,486
| New | +$221K | ﹤0.01% | 1842 |
|
|
2020
Q1 | – | Sell |
-12,827
| Closed | -$398K | – | 2025 |
|
|
2019
Q4 | $398K | Buy |
+12,827
| New | +$398K | ﹤0.01% | 1896 |
|