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Root Financial Partners, LLC → SAH
Root Financial Partners, LLC SAH Position History
Sonic Automotive, Inc.
Quarters held
4
Latest value
$6K
Q3 2026
Peak value
$6K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6K |
| Q4 2025 | $4K |
| Q1 2026 | $5K |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 102 | — | — |
| Q1 2026 | $5K | 77 | — | — |
| Q4 2025 | $4K | 66 | — | — |
| Q3 2025 | $6K | 74 | — | — |
Other funds holding SAH
$121.2M
$116.5M
$100.1M
$98.7M
$90.8M
$85.7M
$54.1M
Other Root Financial Partners, LLC positions
CRDO
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CRDO
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CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF