Charles Schwab’s NI Holdings NODK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $343K | Hold |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $303K | Hold |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $362K | Hold |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $903K | Buy |
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|
2020
Q3 | $915K | Sell |
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|
2020
Q2 | $904K | Buy |
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|
2020
Q1 | $774K | Buy |
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|
2019
Q4 | $968K | Buy |
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|
2019
Q3 | $953K | Buy |
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|
2019
Q2 | $969K | Buy |
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|
2019
Q1 | $849K | Sell |
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|
2018
Q4 | $871K | Sell |
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|
2018
Q3 | $941K | Buy |
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|
2018
Q2 | $856K | Buy |
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|
2018
Q1 | $693K | Buy |
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|
2017
Q4 | $680K | Buy |
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|
2017
Q3 | $684K | Buy |
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|
2017
Q2 | $648K | Buy |
|