Charles Schwab’s Haverty Furniture Companies HVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.89M Buy
240,465
+60,048
+33% +$1.22M ﹤0.01% 2345
2025
Q1
$3.56M Buy
180,417
+10,944
+6% +$216K ﹤0.01% 2415
2024
Q4
$3.77M Sell
169,473
-55,263
-25% -$1.23M ﹤0.01% 2472
2024
Q3
$6.17M Sell
224,736
-53,493
-19% -$1.47M ﹤0.01% 2265
2024
Q2
$7.04M Sell
278,229
-43,893
-14% -$1.11M ﹤0.01% 2207
2024
Q1
$11M Buy
322,122
+13,557
+4% +$463K ﹤0.01% 1938
2023
Q4
$11M Buy
308,565
+9,064
+3% +$322K ﹤0.01% 1933
2023
Q3
$8.62M Buy
299,501
+7,620
+3% +$219K ﹤0.01% 1987
2023
Q2
$8.82M Buy
291,881
+1,353
+0.5% +$40.9K ﹤0.01% 1962
2023
Q1
$9.27M Sell
290,528
-4,224
-1% -$135K ﹤0.01% 1911
2022
Q4
$8.81M Buy
294,752
+2,206
+0.8% +$66K ﹤0.01% 1932
2022
Q3
$7.29M Buy
292,546
+13,999
+5% +$349K ﹤0.01% 2015
2022
Q2
$6.46M Buy
278,547
+26,841
+11% +$622K ﹤0.01% 2074
2022
Q1
$6.9M Buy
251,706
+22,740
+10% +$624K ﹤0.01% 2125
2021
Q4
$7M Sell
228,966
-18,704
-8% -$572K ﹤0.01% 2179
2021
Q3
$8.35M Sell
247,670
-8,244
-3% -$278K ﹤0.01% 2114
2021
Q2
$10.9M Buy
255,914
+12,925
+5% +$553K ﹤0.01% 1948
2021
Q1
$9.04M Sell
242,989
-22,399
-8% -$833K ﹤0.01% 2012
2020
Q4
$7.34M Sell
265,388
-12,924
-5% -$358K ﹤0.01% 2036
2020
Q3
$5.83M Sell
278,312
-14,611
-5% -$306K ﹤0.01% 1990
2020
Q2
$4.69M Sell
292,923
-47,810
-14% -$765K ﹤0.01% 2060
2020
Q1
$4.05M Buy
340,733
+43,446
+15% +$517K ﹤0.01% 1932
2019
Q4
$5.99M Buy
297,287
+9,066
+3% +$183K ﹤0.01% 1931
2019
Q3
$5.84M Buy
288,221
+9,897
+4% +$201K ﹤0.01% 1892
2019
Q2
$4.74M Sell
278,324
-4,369
-2% -$74.4K ﹤0.01% 1997
2019
Q1
$6.19M Buy
282,693
+27,282
+11% +$597K ﹤0.01% 1876
2018
Q4
$4.8M Buy
255,411
+2,915
+1% +$54.7K ﹤0.01% 1923
2018
Q3
$5.58M Buy
252,496
+23,403
+10% +$517K ﹤0.01% 1984
2018
Q2
$4.95M Buy
229,093
+20,234
+10% +$437K ﹤0.01% 2007
2018
Q1
$4.21M Buy
208,859
+32,751
+19% +$660K ﹤0.01% 2029
2017
Q4
$3.99M Buy
176,108
+37,746
+27% +$855K ﹤0.01% 2038
2017
Q3
$3.62M Buy
138,362
+29,877
+28% +$781K ﹤0.01% 2051
2017
Q2
$2.72M Buy
108,485
+20,882
+24% +$524K ﹤0.01% 2111
2017
Q1
$2.13M Buy
87,603
+5,100
+6% +$124K ﹤0.01% 2177
2016
Q4
$1.96M Buy
82,503
+4,765
+6% +$113K ﹤0.01% 2193
2016
Q3
$1.56M Buy
77,738
+3,984
+5% +$79.8K ﹤0.01% 2251
2016
Q2
$1.33M Sell
73,754
-43,341
-37% -$782K ﹤0.01% 2245
2016
Q1
$2.48M Buy
117,095
+16,074
+16% +$340K ﹤0.01% 1936
2015
Q4
$2.17M Buy
101,021
+19,424
+24% +$416K ﹤0.01% 2033
2015
Q3
$1.92M Sell
81,597
-18,265
-18% -$429K ﹤0.01% 2092
2015
Q2
$2.16M Sell
99,862
-22,618
-18% -$489K ﹤0.01% 2041
2015
Q1
$3.05M Buy
122,480
+2,784
+2% +$69.3K ﹤0.01% 1820
2014
Q4
$2.64M Buy
119,696
+1,464
+1% +$32.2K ﹤0.01% 1851
2014
Q3
$2.58M Buy
118,232
+7,241
+7% +$158K ﹤0.01% 1817
2014
Q2
$2.79M Sell
110,991
-368
-0.3% -$9.25K ﹤0.01% 1788
2014
Q1
$3.31M Buy
111,359
+1,380
+1% +$41K 0.01% 1641
2013
Q4
$3.44M Buy
109,979
+1,656
+2% +$51.8K 0.01% 1556
2013
Q3
$2.7M Buy
108,323
+2,231
+2% +$55.6K 0.01% 1658
2013
Q2
$2.51M Buy
+106,092
New +$2.51M 0.01% 1608