Charles Schwab’s Empire Petroleum EP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Hold |
53,631
| – | – | ﹤0.01% | 3331 |
|
|
2025
Q1 | $337K | Buy |
53,631
+14,328
| +36% | +$90K | ﹤0.01% | 3181 |
|
|
2024
Q4 | $299K | Hold |
39,303
| – | – | ﹤0.01% | 3271 |
|
|
2024
Q3 | $206K | Hold |
39,303
| – | – | ﹤0.01% | 3331 |
|
|
2024
Q2 | $203K | Buy |
39,303
+6,390
| +19% | +$33K | ﹤0.01% | 3439 |
|
|
2024
Q1 | $168K | Hold |
32,913
| – | – | ﹤0.01% | 3258 |
|
|
2023
Q4 | $362K | Hold |
32,913
| – | – | ﹤0.01% | 3180 |
|
|
2023
Q3 | $317K | Buy |
32,913
+6,081
| +23% | +$58.6K | ﹤0.01% | 3201 |
|
|
2023
Q2 | $244K | Sell |
26,832
-194
| -0.7% | -$1.77K | ﹤0.01% | 3276 |
|
|
2023
Q1 | $335K | Hold |
27,026
| – | – | ﹤0.01% | 3060 |
|
|
2022
Q4 | $332K | Buy |
27,026
+1,124
| +4% | +$13.8K | ﹤0.01% | 3088 |
|
|
2022
Q3 | $341K | Buy |
25,902
+7,357
| +40% | +$96.9K | ﹤0.01% | 3095 |
|
|
2022
Q2 | $221K | Buy |
+18,545
| New | +$221K | ﹤0.01% | 3228 |
|