Charles Schwab’s Crawford & Co Class A CRD.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
52,811
+5,994
| +13% | +$63.4K | ﹤0.01% | 3098 |
|
|
2025
Q1 | $535K | Buy |
46,817
+2
| +0% | +$23 | ﹤0.01% | 3060 |
|
|
2024
Q4 | $541K | Hold |
46,815
| – | – | ﹤0.01% | 3119 |
|
|
2024
Q3 | $514K | Hold |
46,815
| – | – | ﹤0.01% | 3150 |
|
|
2024
Q2 | $404K | Buy |
46,815
+3,477
| +8% | +$30K | ﹤0.01% | 3282 |
|
|
2024
Q1 | $409K | Hold |
43,338
| – | – | ﹤0.01% | 3103 |
|
|
2023
Q4 | $571K | Hold |
43,338
| – | – | ﹤0.01% | 3026 |
|
|
2023
Q3 | $405K | Hold |
43,338
| – | – | ﹤0.01% | 3121 |
|
|
2023
Q2 | $481K | Sell |
43,338
-2,172
| -5% | -$24.1K | ﹤0.01% | 3073 |
|
|
2023
Q1 | $380K | Buy |
45,510
+1,392
| +3% | +$11.6K | ﹤0.01% | 3032 |
|
|
2022
Q4 | $245K | Hold |
44,118
| – | – | ﹤0.01% | 3150 |
|
|
2022
Q3 | $254K | Sell |
44,118
-2,822
| -6% | -$16.2K | ﹤0.01% | 3130 |
|
|
2022
Q2 | $367K | Buy |
46,940
+10,215
| +28% | +$79.9K | ﹤0.01% | 3161 |
|
|
2022
Q1 | $278K | Sell |
36,725
-9,120
| -20% | -$69K | ﹤0.01% | 3229 |
|
|
2021
Q4 | $344K | Hold |
45,845
| – | – | ﹤0.01% | 3260 |
|
|
2021
Q3 | $412K | Sell |
45,845
-73,098
| -61% | -$657K | ﹤0.01% | 3200 |
|
|
2021
Q2 | $1.08M | Buy |
118,943
+8,585
| +8% | +$77.9K | ﹤0.01% | 2898 |
|
|
2021
Q1 | $1.18M | Buy |
110,358
+3,629
| +3% | +$38.7K | ﹤0.01% | 2801 |
|
|
2020
Q4 | $789K | Buy |
106,729
+1,619
| +2% | +$12K | ﹤0.01% | 2842 |
|
|
2020
Q3 | $688K | Sell |
105,110
-2,643
| -2% | -$17.3K | ﹤0.01% | 2786 |
|
|
2020
Q2 | $851K | Buy |
107,753
+6,949
| +7% | +$54.9K | ﹤0.01% | 2673 |
|
|
2020
Q1 | $726K | Buy |
100,804
+3,090
| +3% | +$22.3K | ﹤0.01% | 2577 |
|
|
2019
Q4 | $1.12M | Buy |
97,714
+1,151
| +1% | +$13.2K | ﹤0.01% | 2559 |
|
|
2019
Q3 | $1.05M | Buy |
96,563
+1,382
| +1% | +$15K | ﹤0.01% | 2550 |
|
|
2019
Q2 | $1M | Buy |
95,181
+35,489
| +59% | +$374K | ﹤0.01% | 2572 |
|
|
2019
Q1 | $552K | Buy |
59,692
+1,841
| +3% | +$17K | ﹤0.01% | 2729 |
|
|
2018
Q4 | $515K | Buy |
57,851
+5,261
| +10% | +$46.8K | ﹤0.01% | 2756 |
|
|
2018
Q3 | $474K | Buy |
52,590
+8,680
| +20% | +$78.2K | ﹤0.01% | 2854 |
|
|
2018
Q2 | $379K | Buy |
43,910
+2,580
| +6% | +$22.3K | ﹤0.01% | 2885 |
|
|
2018
Q1 | $332K | Buy |
41,330
+2,340
| +6% | +$18.8K | ﹤0.01% | 2847 |
|
|
2017
Q4 | $332K | Buy |
38,990
+3,120
| +9% | +$26.6K | ﹤0.01% | 2843 |
|
|
2017
Q3 | $344K | Buy |
35,870
+3,325
| +10% | +$31.9K | ﹤0.01% | 2825 |
|
|
2017
Q2 | $254K | Buy |
32,545
+361
| +1% | +$2.82K | ﹤0.01% | 2933 |
|
|
2017
Q1 | $262K | Buy |
32,184
+3,249
| +11% | +$26.4K | ﹤0.01% | 2866 |
|
|
2016
Q4 | $275K | Buy |
28,935
+2,926
| +11% | +$27.8K | ﹤0.01% | 2874 |
|
|
2016
Q3 | $233K | Buy |
+26,009
| New | +$233K | ﹤0.01% | 2873 |
|