CAPTRUST Financial Advisors’s Schneider National SNDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
18,080
-3,122
| -15% | -$75.4K | ﹤0.01% | 1821 |
|
|
2025
Q1 | $484K | Sell |
21,202
-859
| -4% | -$19.6K | ﹤0.01% | 1662 |
|
|
2024
Q4 | $646K | Buy |
22,061
+867
| +4% | +$25.4K | ﹤0.01% | 1470 |
|
|
2024
Q3 | $605K | Buy |
21,194
+4,968
| +31% | +$142K | ﹤0.01% | 1472 |
|
|
2024
Q2 | $392K | Buy |
16,226
+2,528
| +18% | +$61.1K | ﹤0.01% | 1637 |
|
|
2024
Q1 | $310K | Buy |
13,698
+870
| +7% | +$19.7K | ﹤0.01% | 1755 |
|
|
2023
Q4 | $326K | Buy |
+12,828
| New | +$326K | ﹤0.01% | 2054 |
|
|
2022
Q3 | – | Sell |
-5,301
| Closed | -$119K | – | 3762 |
|
|
2022
Q2 | $119K | Buy |
5,301
+1,135
| +27% | +$25.5K | ﹤0.01% | 2082 |
|
|
2022
Q1 | $106K | Buy |
4,166
+2,941
| +240% | +$74.8K | ﹤0.01% | 2223 |
|
|
2021
Q4 | $33K | Buy |
1,225
+784
| +178% | +$21.1K | ﹤0.01% | 2968 |
|
|
2021
Q3 | $10K | Buy |
441
+4
| +0.9% | +$91 | ﹤0.01% | 3620 |
|
|
2021
Q2 | $10K | Sell |
437
-86
| -16% | -$1.97K | ﹤0.01% | 3553 |
|
|
2021
Q1 | $13K | Buy |
523
+506
| +2,976% | +$12.6K | ﹤0.01% | 3293 |
|
|
2020
Q4 | $0 | Hold |
17
| – | – | ﹤0.01% | 3501 |
|
|
2020
Q3 | $0 | Sell |
17
-50
| -75% | – | ﹤0.01% | 3216 |
|
|
2020
Q2 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 2633 |
|