Charles Schwab’s Limoneira LMNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Buy |
49,277
+1,890
| +4% | +$29.6K | ﹤0.01% | 2984 |
|
|
2025
Q1 | $840K | Buy |
47,387
+1
| +0% | +$18 | ﹤0.01% | 2901 |
|
|
2024
Q4 | $1.16M | Hold |
47,386
| – | – | ﹤0.01% | 2859 |
|
|
2024
Q3 | $1.26M | Hold |
47,386
| – | – | ﹤0.01% | 2852 |
|
|
2024
Q2 | $986K | Buy |
47,386
+1,370
| +3% | +$28.5K | ﹤0.01% | 2943 |
|
|
2024
Q1 | $900K | Sell |
46,016
-1,527
| -3% | -$29.9K | ﹤0.01% | 2823 |
|
|
2023
Q4 | $981K | Buy |
47,543
+295
| +0.6% | +$6.09K | ﹤0.01% | 2839 |
|
|
2023
Q3 | $724K | Hold |
47,248
| – | – | ﹤0.01% | 2903 |
|
|
2023
Q2 | $735K | Buy |
+47,248
| New | +$735K | ﹤0.01% | 2880 |
|
|
2022
Q2 | – | Sell |
-41,924
| Closed | -$616K | – | 3599 |
|
|
2022
Q1 | $616K | Buy |
41,924
+601
| +1% | +$8.83K | ﹤0.01% | 3039 |
|
|
2021
Q4 | $620K | Hold |
41,323
| – | – | ﹤0.01% | 3085 |
|
|
2021
Q3 | $669K | Sell |
41,323
-67,425
| -62% | -$1.09M | ﹤0.01% | 3038 |
|
|
2021
Q2 | $1.91M | Buy |
108,748
+6,249
| +6% | +$110K | ﹤0.01% | 2731 |
|
|
2021
Q1 | $1.79M | Buy |
102,499
+2,015
| +2% | +$35.3K | ﹤0.01% | 2692 |
|
|
2020
Q4 | $1.67M | Sell |
100,484
-2,181
| -2% | -$36.3K | ﹤0.01% | 2645 |
|
|
2020
Q3 | $1.47M | Sell |
102,665
-2,055
| -2% | -$29.4K | ﹤0.01% | 2586 |
|
|
2020
Q2 | $1.52M | Buy |
104,720
+8,366
| +9% | +$121K | ﹤0.01% | 2509 |
|
|
2020
Q1 | $1.26M | Buy |
96,354
+1,636
| +2% | +$21.4K | ﹤0.01% | 2434 |
|
|
2019
Q4 | $1.82M | Buy |
94,718
+1,352
| +1% | +$26K | ﹤0.01% | 2446 |
|
|
2019
Q3 | $1.72M | Buy |
93,366
+4,478
| +5% | +$82.3K | ﹤0.01% | 2432 |
|
|
2019
Q2 | $1.77M | Buy |
88,888
+3,619
| +4% | +$72.2K | ﹤0.01% | 2408 |
|
|
2019
Q1 | $2.01M | Buy |
85,269
+6,713
| +9% | +$158K | ﹤0.01% | 2360 |
|
|
2018
Q4 | $1.54M | Sell |
78,556
-1,120
| -1% | -$21.9K | ﹤0.01% | 2415 |
|
|
2018
Q3 | $2.08M | Buy |
79,676
+17,293
| +28% | +$452K | ﹤0.01% | 2414 |
|
|
2018
Q2 | $1.54M | Buy |
62,383
+10,799
| +21% | +$266K | ﹤0.01% | 2451 |
|
|
2018
Q1 | $1.23M | Buy |
51,584
+1,638
| +3% | +$38.9K | ﹤0.01% | 2461 |
|
|
2017
Q4 | $1.12M | Sell |
49,946
-5,346
| -10% | -$120K | ﹤0.01% | 2477 |
|
|
2017
Q3 | $1.28M | Buy |
55,292
+14,615
| +36% | +$339K | ﹤0.01% | 2444 |
|
|
2017
Q2 | $962K | Buy |
40,677
+228
| +0.6% | +$5.39K | ﹤0.01% | 2472 |
|
|
2017
Q1 | $846K | Buy |
40,449
+2,052
| +5% | +$42.9K | ﹤0.01% | 2475 |
|
|
2016
Q4 | $826K | Buy |
38,397
+1,848
| +5% | +$39.8K | ﹤0.01% | 2488 |
|
|
2016
Q3 | $691K | Buy |
36,549
+1,506
| +4% | +$28.5K | ﹤0.01% | 2507 |
|
|
2016
Q2 | $618K | Buy |
35,043
+462
| +1% | +$8.15K | ﹤0.01% | 2515 |
|
|
2016
Q1 | $526K | Buy |
34,581
+561
| +2% | +$8.53K | ﹤0.01% | 2559 |
|
|
2015
Q4 | $509K | Buy |
34,020
+715
| +2% | +$10.7K | ﹤0.01% | 2633 |
|
|
2015
Q3 | $558K | Buy |
33,305
+1,898
| +6% | +$31.8K | ﹤0.01% | 2580 |
|
|
2015
Q2 | $699K | Buy |
31,407
+820
| +3% | +$18.3K | ﹤0.01% | 2557 |
|
|
2015
Q1 | $667K | Buy |
30,587
+8,360
| +38% | +$182K | ﹤0.01% | 2528 |
|
|
2014
Q4 | $556K | Sell |
22,227
-8,790
| -28% | -$220K | ﹤0.01% | 2576 |
|
|
2014
Q3 | $735K | Buy |
31,017
+6,510
| +27% | +$154K | ﹤0.01% | 2441 |
|
|
2014
Q2 | $539K | Sell |
24,507
-160
| -0.6% | -$3.52K | ﹤0.01% | 2592 |
|
|
2014
Q1 | $560K | Buy |
24,667
+600
| +2% | +$13.6K | ﹤0.01% | 2548 |
|
|
2013
Q4 | $640K | Buy |
24,067
+720
| +3% | +$19.1K | ﹤0.01% | 2479 |
|
|
2013
Q3 | $606K | Buy |
23,347
+970
| +4% | +$25.2K | ﹤0.01% | 2470 |
|
|
2013
Q2 | $480K | Buy |
+22,377
| New | +$480K | ﹤0.01% | 2540 |
|