Albion Financial Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.6K | Hold |
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|
2025
Q2 | $28.3K | Hold |
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|
2025
Q1 | $24.3K | Sell |
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|
2024
Q4 | $33.4K | Sell |
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|
2024
Q3 | $515K | Hold |
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|
2024
Q2 | $586K | Hold |
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|
2024
Q1 | $575K | Buy |
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|
2023
Q4 | $544K | Hold |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $443K | Hold |
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|
2023
Q1 | $409K | Hold |
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|
2022
Q4 | $650K | Hold |
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|
2022
Q3 | $561K | Sell |
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|
2022
Q2 | $497K | Hold |
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|
2022
Q1 | $664K | Sell |
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|
2021
Q4 | $667K | Buy |
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|
2021
Q3 | $569K | Hold |
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|
2021
Q2 | $569K | Buy |
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|
2020
Q4 | $679K | Hold |
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|
2020
Q3 | $464K | Hold |
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|
2020
Q2 | $432K | Hold |
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|
2020
Q1 | $431K | Hold |
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|
2019
Q4 | $609K | Hold |
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|
2019
Q3 | $536K | Hold |
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|
2019
Q2 | $515K | Hold |
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|
2019
Q1 | $548K | Hold |
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|
2018
Q4 | $532K | Hold |
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|
2018
Q3 | $630K | Hold |
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|
2018
Q2 | $655K | Hold |
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|
2018
Q1 | $669K | Hold |
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|
2017
Q4 | $658K | Hold |
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|
2017
Q3 | $560K | Hold |
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|
2017
Q2 | $550K | Hold |
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|
2017
Q1 | $523K | Hold |
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|
2016
Q4 | $506K | Hold |
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|
2016
Q3 | $404K | Hold |
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|
2016
Q2 | $324K | Hold |
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|
2016
Q1 | $359K | Hold |
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|
2015
Q4 | $422K | Hold |
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|
2015
Q3 | $366K | Hold |
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|
2015
Q2 | $418K | Hold |
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|
2015
Q1 | $390K | Hold |
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|
2014
Q4 | $387K | Hold |
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|
2014
Q3 | $376K | Hold |
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|
2014
Q2 | $345K | Hold |
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|
2014
Q1 | $350K | Hold |
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|
2013
Q4 | $333K | Hold |
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|
2013
Q3 | $271K | Hold |
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|
2013
Q2 | $272K | Buy |
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