Charles Schwab’s Leaf Group Ltd. LEAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,902
| Closed | -$90K | – | 3609 |
|
|
2021
Q1 | $90K | Hold |
13,902
| – | – | ﹤0.01% | 3388 |
|
|
2020
Q4 | $65K | Hold |
13,902
| – | – | ﹤0.01% | 3340 |
|
|
2020
Q3 | $70K | Buy |
+13,902
| New | +$65.6K | ﹤0.01% | 3268 |
|
|
2020
Q2 | – | Sell |
-35,960
| Closed | -$49K | – | 3390 |
|
|
2020
Q1 | $49K | Hold |
35,960
| – | – | ﹤0.01% | 3161 |
|
|
2019
Q4 | $144K | Hold |
35,960
| – | – | ﹤0.01% | 3076 |
|
|
2019
Q3 | $152K | Hold |
35,960
| – | – | ﹤0.01% | 3073 |
|
|
2019
Q2 | $267K | Buy |
35,960
+3,460
| +11% | +$26.7K | ﹤0.01% | 3046 |
|
|
2019
Q1 | $261K | Sell |
32,500
-5,920
| -15% | -$47.1K | ﹤0.01% | 2971 |
|
|
2018
Q4 | $264K | Hold |
38,420
| – | – | ﹤0.01% | 2972 |
|
|
2018
Q3 | $385K | Hold |
38,420
| – | – | ﹤0.01% | 2923 |
|
|
2018
Q2 | $417K | Buy |
38,420
+8,500
| +28% | +$76.1K | ﹤0.01% | 2857 |
|
|
2018
Q1 | $211K | Hold |
29,920
| – | – | ﹤0.01% | 2978 |
|
|
2017
Q4 | $297K | Hold |
29,920
| – | – | ﹤0.01% | 2879 |
|
|
2017
Q3 | $207K | Hold |
29,920
| – | – | ﹤0.01% | 3001 |
|
|
2017
Q2 | $234K | Buy |
+29,920
| New | +$242K | ﹤0.01% | 2971 |
|
|
2015
Q3 | – | Sell |
-15,006
| Closed | -$96K | – | 3104 |
|
|
2015
Q2 | $96K | Sell |
15,006
-53,650
| -78% | -$317K | ﹤0.01% | 3051 |
|
|
2015
Q1 | $393K | Sell |
68,656
-40,100
| -37% | -$206K | ﹤0.01% | 2726 |
|
|
2014
Q4 | $666K | Buy |
108,756
+88,286
| +431% | +$583K | ﹤0.01% | 2520 |
|
|
2014
Q3 | $182K | Sell |
20,470
-34,392
| -63% | -$328K | ﹤0.01% | 2976 |
|
|
2014
Q2 | $525K | Sell |
54,862
-290
| -0.5% | -$2.54K | ﹤0.01% | 2607 |
|
|
2014
Q1 | $531K | Buy |
55,152
+1,088
| +2% | +$11.4K | ﹤0.01% | 2567 |
|
|
2013
Q4 | $619K | Buy |
54,064
+1,307
| +2% | +$14.1K | ﹤0.01% | 2497 |
|
|
2013
Q3 | $667K | Buy |
52,757
+6,018
| +13% | +$78.5K | ﹤0.01% | 2419 |
|
|
2013
Q2 | $572K | Buy |
+46,739
| New | +$781K | ﹤0.01% | 2462 |
|
Charles Schwab's LEAF Position: Q2 2021 in Review
Charles Schwab sold out of Leaf Group Ltd. (LEAF) in Q2 2021, closing a stake of 13,902 shares — an estimated $90K sold.
Charles Schwab first reported a position in LEAF in Q2 2013 and held it in 24 quarters. The position peaked at $667K in Q3 2013. 0 funds tracked by Wall St. Rank hold LEAF as of Q2 2021.
- Charles Schwab reported no remaining Leaf Group Ltd. position as of Q2 2021 after selling out during the quarter.
- Charles Schwab sold 13,902 Leaf Group Ltd. shares in Q2 2021, an estimated $90K.
- Charles Schwab first reported a position in Leaf Group Ltd. in Q2 2013 and held it in 24 quarters.
- Charles Schwab's Leaf Group Ltd. position peaked at $667K in Q3 2013.
- 0 funds tracked by Wall St. Rank held Leaf Group Ltd. as of Q2 2021.
Based on Charles Schwab's 13F filing for Q2 2021, filed 16 Aug 2021.