Charles Schwab’s American Coastal Insurance ACIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $865K | Sell |
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|
2025
Q2 | $879K | Buy |
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|
2025
Q1 | $850K | Buy |
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|
2024
Q4 | $988K | Buy |
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|
2024
Q3 | $825K | Hold |
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|
2024
Q2 | $773K | Buy |
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|
2024
Q1 | $547K | Hold |
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|
2023
Q4 | $484K | Hold |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $20.5K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $156K | Sell |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $194K | Sell |
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|
2021
Q2 | $757K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $716K | Sell |
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|
2020
Q3 | $814K | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.75M | Buy |
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|
2019
Q2 | $1.76M | Buy |
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|
2019
Q1 | $1.91M | Buy |
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|
2018
Q4 | $1.87M | Buy |
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|
2018
Q3 | $2.51M | Buy |
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|
2018
Q2 | $2.01M | Buy |
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|
2018
Q1 | $1.89M | Buy |
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|
2017
Q4 | $1.55M | Buy |
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|
2017
Q3 | $1.3M | Buy |
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|
2017
Q2 | $384K | Hold |
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|
2017
Q1 | $390K | Hold |
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|
2016
Q4 | $370K | Hold |
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|
2016
Q3 | $415K | Hold |
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|
2016
Q2 | $400K | Hold |
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|
2016
Q1 | $469K | Hold |
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|
2015
Q4 | $418K | Hold |
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|
2015
Q3 | $321K | Hold |
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|
2015
Q2 | $380K | Hold |
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|
2015
Q1 | $549K | Hold |
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|
2014
Q4 | $536K | Hold |
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|
2014
Q3 | $366K | Hold |
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|
2014
Q2 | $422K | Buy |
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