Legacy Financial Strategies, LLC Suburban Propane Partners LP Transaction History

Legacy Financial Strategies, LLC

$409 Million
Q2 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Suburban Propane Partners LP stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 14,000 shares of SPH stock, worth $261,660. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,000

Previous 17,000 17.65%

Holding current value

$261,660

Previous $347,000 23.63%

% of portfolio

0.06%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$18.25 - $21.23 $54,750 - $63,690	-3,000 Reduced 17.65%	14,000 $265,000
Q1 2024 Apr 10, 2024	SELL	$16.81 - $21.34 $60,515 - $76,824	-3,600 Reduced 17.48%	17,000 $347,000
Q4 2023 Feb 01, 2024	SELL	$15.67 - $20.29 $1,567 - $2,029	-100 Reduced 0.48%	20,600 $365,000
Q4 2022 Feb 15, 2023	SELL	$15.08 - $16.86 $21,112 - $23,604	-1,400 Reduced 6.33%	20,700 $314,000
Q4 2021 Jan 31, 2022	SELL	$14.02 - $16.14 $4,206 - $4,842	-300 Reduced 1.34%	22,100 $324,000

Q2 2020 Aug 14, 2020	BUY	$12.96 - $16.85 $6,480 - $8,425	500 Added 2.28%	22,400 $320,000
Q3 2019 Nov 01, 2019	SELL	$22.39 - $24.56 $13,434 - $14,736	-600 Reduced 2.67%	21,900 $524,000
Q1 2019 May 08, 2019	BUY	$19.43 - $23.38 $38,860 - $46,760	2,000 Added 9.76%	22,500 $504,000
Q3 2018 Nov 14, 2018	BUY	$22.55 - $24.44 $22,550 - $24,440	1,000 Added 5.13%	20,500 $462,000
Q1 2018 May 14, 2018	BUY	$21.92 - $26.53 $87,680 - $106,120	4,000 Added 25.81%	19,500 $429,000
Q4 2017 May 14, 2018	BUY	$23.27 - $26.69 $360,685 - $413,695	15,500	15,500 $375,000

Others Institutions Holding SPH

# of Institutions

139

Shares Held

18.9M

Call Options Held

198K

Put Options Held

125K

View Full List

About SUBURBAN PROPANE PARTNERS LP

Ticker SPH
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 62,986,900
Market Cap $1.18B
Description
Suburban Propane Partners, L.P., through its subsidiaries, engages in the retail marketing and distribution of propane, fuel oil, and refined fuels. The company operates in four segments: Propane, Fuel Oil and Refined Fuels, Natural Gas and Electricity, and All Other. The Propane segment is involved in the retail distribution of propane to resid...

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Legacy Financial Strategies, LLC Suburban Propane Partners LP Transaction History