Charles Schwab’s Haverty Furniture Companies HVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.9M | Sell |
325,839
-46,004
| -12% | -$1.12M | ﹤0.01% | 2257 |
|
|
2025
Q4 | $8.69M | Buy |
371,843
+64,614
| +21% | +$1.45M | ﹤0.01% | 2205 |
|
|
2025
Q3 | $6.74M | Buy |
307,229
+66,764
| +28% | +$1.48M | ﹤0.01% | 2298 |
|
|
2025
Q2 | $4.89M | Buy |
240,465
+60,048
| +33% | +$1.17M | ﹤0.01% | 2345 |
|
|
2025
Q1 | $3.56M | Buy |
180,417
+10,944
| +6% | +$240K | ﹤0.01% | 2415 |
|
|
2024
Q4 | $3.77M | Sell |
169,473
-55,263
| -25% | -$1.31M | ﹤0.01% | 2472 |
|
|
2024
Q3 | $6.17M | Sell |
224,736
-53,493
| -19% | -$1.44M | ﹤0.01% | 2265 |
|
|
2024
Q2 | $7.04M | Sell |
278,229
-43,893
| -14% | -$1.27M | ﹤0.01% | 2207 |
|
|
2024
Q1 | $11M | Buy |
322,122
+13,557
| +4% | +$461K | ﹤0.01% | 1939 |
|
|
2023
Q4 | $11M | Buy |
308,565
+9,064
| +3% | +$277K | ﹤0.01% | 1934 |
|
|
2023
Q3 | $8.62M | Buy |
299,501
+7,620
| +3% | +$243K | ﹤0.01% | 1988 |
|
|
2023
Q2 | $8.82M | Buy |
291,881
+1,353
| +0.5% | +$38.7K | ﹤0.01% | 1963 |
|
|
2023
Q1 | $9.27M | Sell |
290,528
-4,224
| -1% | -$143K | ﹤0.01% | 1912 |
|
|
2022
Q4 | $8.81M | Buy |
294,752
+2,206
| +0.8% | +$64.5K | ﹤0.01% | 1933 |
|
|
2022
Q3 | $7.29M | Buy |
292,546
+13,999
| +5% | +$379K | ﹤0.01% | 2016 |
|
|
2022
Q2 | $6.46M | Buy |
278,547
+26,841
| +11% | +$716K | ﹤0.01% | 2075 |
|
|
2022
Q1 | $6.9M | Buy |
251,706
+22,740
| +10% | +$660K | ﹤0.01% | 2126 |
|
|
2021
Q4 | $7M | Sell |
228,966
-18,704
| -8% | -$603K | ﹤0.01% | 2180 |
|
|
2021
Q3 | $8.35M | Sell |
247,670
-8,244
| -3% | -$307K | ﹤0.01% | 2115 |
|
|
2021
Q2 | $10.9M | Buy |
255,914
+12,925
| +5% | +$565K | ﹤0.01% | 1949 |
|
|
2021
Q1 | $9.04M | Sell |
242,989
-22,399
| -8% | -$774K | ﹤0.01% | 2013 |
|
|
2020
Q4 | $7.34M | Sell |
265,388
-12,924
| -5% | -$341K | ﹤0.01% | 2037 |
|
|
2020
Q3 | $5.83M | Sell |
278,312
-14,611
| -5% | -$265K | ﹤0.01% | 1991 |
|
|
2020
Q2 | $4.69M | Sell |
292,923
-47,810
| -14% | -$698K | ﹤0.01% | 2061 |
|
|
2020
Q1 | $4.05M | Buy |
340,733
+43,446
| +15% | +$764K | ﹤0.01% | 1933 |
|
|
2019
Q4 | $5.99M | Buy |
297,287
+9,066
| +3% | +$183K | ﹤0.01% | 1932 |
|
|
2019
Q3 | $5.84M | Buy |
288,221
+9,897
| +4% | +$187K | ﹤0.01% | 1893 |
|
|
2019
Q2 | $4.74M | Sell |
278,324
-4,369
| -2% | -$86.1K | ﹤0.01% | 1998 |
|
|
2019
Q1 | $6.19M | Buy |
282,693
+27,282
| +11% | +$589K | ﹤0.01% | 1877 |
|
|
2018
Q4 | $4.8M | Buy |
255,411
+2,915
| +1% | +$59.9K | ﹤0.01% | 1924 |
|
|
2018
Q3 | $5.58M | Buy |
252,496
+23,403
| +10% | +$506K | ﹤0.01% | 1985 |
|
|
2018
Q2 | $4.95M | Buy |
229,093
+20,234
| +10% | +$403K | ﹤0.01% | 2008 |
|
|
2018
Q1 | $4.21M | Buy |
208,859
+32,751
| +19% | +$703K | ﹤0.01% | 2030 |
|
|
2017
Q4 | $3.99M | Buy |
176,108
+37,746
| +27% | +$909K | ﹤0.01% | 2039 |
|
|
2017
Q3 | $3.62M | Buy |
138,362
+29,877
| +28% | +$714K | ﹤0.01% | 2052 |
|
|
2017
Q2 | $2.72M | Buy |
108,485
+20,882
| +24% | +$509K | ﹤0.01% | 2112 |
|
|
2017
Q1 | $2.13M | Buy |
87,603
+5,100
| +6% | +$117K | ﹤0.01% | 2178 |
|
|
2016
Q4 | $1.96M | Buy |
82,503
+4,765
| +6% | +$99.7K | ﹤0.01% | 2194 |
|
|
2016
Q3 | $1.56M | Buy |
77,738
+3,984
| +5% | +$77.9K | ﹤0.01% | 2252 |
|
|
2016
Q2 | $1.33M | Sell |
73,754
-43,341
| -37% | -$803K | ﹤0.01% | 2246 |
|
|
2016
Q1 | $2.48M | Buy |
117,095
+16,074
| +16% | +$315K | ﹤0.01% | 1937 |
|
|
2015
Q4 | $2.17M | Buy |
101,021
+19,424
| +24% | +$445K | ﹤0.01% | 2034 |
|
|
2015
Q3 | $1.92M | Sell |
81,597
-18,265
| -18% | -$419K | ﹤0.01% | 2093 |
|
|
2015
Q2 | $2.16M | Sell |
99,862
-22,618
| -18% | -$495K | ﹤0.01% | 2042 |
|
|
2015
Q1 | $3.05M | Buy |
122,480
+2,784
| +2% | +$67.5K | ﹤0.01% | 1821 |
|
|
2014
Q4 | $2.63M | Buy |
119,696
+1,464
| +1% | +$31.4K | ﹤0.01% | 1852 |
|
|
2014
Q3 | $2.58M | Buy |
118,232
+7,241
| +7% | +$171K | ﹤0.01% | 1818 |
|
|
2014
Q2 | $2.79M | Sell |
110,991
-368
| -0.3% | -$9.34K | ﹤0.01% | 1789 |
|
|
2014
Q1 | $3.31M | Buy |
111,359
+1,380
| +1% | +$39.6K | 0.01% | 1642 |
|
|
2013
Q4 | $3.44M | Buy |
109,979
+1,656
| +2% | +$45.7K | 0.01% | 1556 |
|
|
2013
Q3 | $2.7M | Buy |
108,323
+2,231
| +2% | +$56.3K | 0.01% | 1659 |
|
|
2013
Q2 | $2.51M | Buy |
+106,092
| New | +$2.49M | 0.01% | 1609 |
|
Other funds holding HVT
VCM
CIM
