WFG Advisors’s Sonic Corp SONC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,045
| Closed | -$55K | – | 1737 |
|
|
2016
Q2 | $55K | Buy |
2,045
+865
| +73% | +$23.3K | 0.01% | 668 |
|
|
2016
Q1 | $41K | Hold |
1,180
| – | – | 0.01% | 719 |
|
|
2015
Q4 | $38K | Buy |
1,180
+200
| +20% | +$6.44K | 0.01% | 736 |
|
|
2015
Q3 | $22K | Sell |
980
-4,908
| -83% | -$110K | 0.01% | 864 |
|
|
2015
Q2 | $170K | Buy |
5,888
+364
| +7% | +$10.5K | 0.05% | 385 |
|
|
2015
Q1 | $175K | Buy |
5,524
+3,127
| +130% | +$99.1K | 0.05% | 388 |
|
|
2014
Q4 | $65K | Buy |
2,397
+97
| +4% | +$2.63K | 0.01% | 792 |
|
|
2014
Q3 | $51K | Buy |
2,300
+400
| +21% | +$8.87K | 0.01% | 915 |
|
|
2014
Q2 | $42K | Hold |
1,900
| – | – | 0.01% | 983 |
|
|
2014
Q1 | $43K | Buy |
1,900
+1,837
| +2,916% | +$41.6K | 0.01% | 969 |
|
|
2013
Q4 | $1K | Hold |
63
| – | – | ﹤0.01% | 2168 |
|
|
2013
Q3 | $1K | Hold |
63
| – | – | ﹤0.01% | 2110 |
|
|
2013
Q2 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 2032 |
|