Charles Schwab’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Buy |
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|
2025
Q1 | $4M | Buy |
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|
2024
Q4 | $3.42M | Buy |
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|
2024
Q3 | $3.17M | Buy |
|
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|
2024
Q2 | $2.4M | Buy |
|
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|
2024
Q1 | $2.3M | Buy |
|
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.04M | Buy |
|
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|
2023
Q2 | $1.76M | Sell |
|
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|
2023
Q1 | $2.17M | Buy |
|
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|
2022
Q4 | $2.73M | Buy |
|
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|
2022
Q3 | $2.66M | Sell |
|
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|
2022
Q2 | $3.21M | Sell |
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|
2022
Q1 | $5.48M | Sell |
|
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|
2021
Q4 | $7.56M | Buy |
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|
2021
Q3 | $7.18M | Sell |
|
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|
2021
Q2 | $7.19M | Buy |
|
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|
2021
Q1 | $6.74M | Buy |
|
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|
2020
Q4 | $4.5M | Buy |
|
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|
2020
Q3 | $3.03M | Sell |
|
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|
2020
Q2 | $3.69M | Sell |
|
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|
2020
Q1 | $3.84M | Buy |
|
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|
2019
Q4 | $6.73M | Buy |
|
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|
2019
Q3 | $6.27M | Buy |
|
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|
2019
Q2 | $5.96M | Buy |
|
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|
2019
Q1 | $5.55M | Buy |
|
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|
2018
Q4 | $5.02M | Buy |
|
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|
2018
Q3 | $5.91M | Buy |
|
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|
2018
Q2 | $5.69M | Buy |
|
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|
2018
Q1 | $4.89M | Buy |
|
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|
2017
Q4 | $5.11M | Buy |
|
|||||
|
2017
Q3 | $3.68M | Buy |
|
|||||
|
2017
Q2 | $3.73M | Buy |
|
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|
2017
Q1 | $2.69M | Buy |
|
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|
2016
Q4 | $2.05M | Buy |
|
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|
2016
Q3 | $1.38M | Buy |
|
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|
2016
Q2 | $1.27M | Buy |
|
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|
2016
Q1 | $1.4M | Buy |
|
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|
2015
Q4 | $1.2M | Buy |
|
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|
2015
Q3 | $902K | Sell |
|
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|
2015
Q2 | $1.39M | Buy |
|
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|
2015
Q1 | $1.25M | Buy |
|
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|
2014
Q4 | $1.33M | Buy |
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|
2014
Q3 | $1.17M | Buy |
|
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|
2014
Q2 | $1.16M | Buy |
|
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|
2014
Q1 | $682K | Buy |
|
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|
2013
Q4 | $712K | Buy |
|
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|
2013
Q3 | $571K | Buy |
|
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|
2013
Q2 | $481K | Buy |
|