Charles Schwab’s Citizens CIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $724K | Hold |
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|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $112K | Hold |
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|
2024
Q4 | $98.7K | Hold |
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|
2024
Q3 | $89.1K | Hold |
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|
2024
Q2 | $66.9K | Hold |
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|
2024
Q1 | $52.7K | Hold |
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|
2023
Q4 | $66.2K | Hold |
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|
2023
Q3 | $70.1K | Hold |
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|
2023
Q2 | $59.3K | Hold |
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|
2023
Q1 | $91.3K | Hold |
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|
2022
Q4 | $52.4K | Hold |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $104K | Sell |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $710K | Buy |
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|
2021
Q3 | $800K | Sell |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.83M | Buy |
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|
2020
Q4 | $1.79M | Sell |
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|
2020
Q3 | $1.76M | Sell |
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|
2020
Q2 | $1.98M | Buy |
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|
2020
Q1 | $2.12M | Buy |
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|
2019
Q4 | $2.14M | Buy |
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|
2019
Q3 | $2.1M | Buy |
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|
2019
Q2 | $2.12M | Buy |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $2M | Sell |
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|
2018
Q3 | $2.26M | Buy |
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|
2018
Q2 | $1.92M | Buy |
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|
2018
Q1 | $1.51M | Buy |
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|
2017
Q4 | $1.47M | Buy |
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|
2017
Q3 | $1.41M | Buy |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $1.35M | Buy |
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|
2016
Q4 | $1.7M | Buy |
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|
2016
Q3 | $1.55M | Buy |
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|
2016
Q2 | $1.21M | Buy |
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|
2016
Q1 | $1.14M | Buy |
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|
2015
Q4 | $1.15M | Buy |
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|
2015
Q3 | $988K | Buy |
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|
2015
Q2 | $931K | Buy |
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|
2015
Q1 | $747K | Buy |
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|
2014
Q4 | $882K | Buy |
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|
2014
Q3 | $657K | Sell |
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|
2014
Q2 | $789K | Sell |
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|
2014
Q1 | $896K | Buy |
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|
2013
Q4 | $965K | Buy |
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|
2013
Q3 | $941K | Buy |
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|
2013
Q2 | $642K | Buy |
|