Charles Schwab’s Northeast Bank NBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.46M | Hold |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $805K | Sell |
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|
2023
Q2 | $864K | Buy |
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|
2023
Q1 | $597K | Buy |
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|
2022
Q4 | $713K | Buy |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $667K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $525K | Buy |
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|
2020
Q4 | $390K | Sell |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $230K | Hold |
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|
2019
Q4 | $433K | Buy |
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|
2019
Q3 | $385K | Buy |
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|
2019
Q2 | $470K | Hold |
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|
2019
Q1 | $353K | Hold |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $370K | Buy |
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|
2018
Q2 | $275K | Hold |
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|
2018
Q1 | $259K | Hold |
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|
2017
Q4 | $292K | Hold |
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|
2017
Q3 | $330K | Hold |
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|
2017
Q2 | $257K | Buy |
|