Charles Schwab’s One Liberty Properties OLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
137,463
+10,710
| +8% | +$256K | ﹤0.01% | 2505 |
|
|
2025
Q1 | $3.33M | Sell |
126,753
-3,104
| -2% | -$81.5K | ﹤0.01% | 2440 |
|
|
2024
Q4 | $3.54M | Buy |
129,857
+929
| +0.7% | +$25.3K | ﹤0.01% | 2497 |
|
|
2024
Q3 | $3.55M | Sell |
128,928
-1,102
| -0.8% | -$30.3K | ﹤0.01% | 2526 |
|
|
2024
Q2 | $3.05M | Buy |
130,030
+3,164
| +2% | +$74.3K | ﹤0.01% | 2558 |
|
|
2024
Q1 | $2.87M | Buy |
126,866
+1,139
| +0.9% | +$25.7K | ﹤0.01% | 2485 |
|
|
2023
Q4 | $2.75M | Sell |
125,727
-686
| -0.5% | -$15K | ﹤0.01% | 2518 |
|
|
2023
Q3 | $2.39M | Buy |
126,413
+4,699
| +4% | +$88.7K | ﹤0.01% | 2546 |
|
|
2023
Q2 | $2.47M | Buy |
121,714
+2,327
| +2% | +$47.3K | ﹤0.01% | 2485 |
|
|
2023
Q1 | $2.74M | Buy |
119,387
+1,075
| +0.9% | +$24.7K | ﹤0.01% | 2436 |
|
|
2022
Q4 | $2.63M | Buy |
118,312
+1,619
| +1% | +$36K | ﹤0.01% | 2479 |
|
|
2022
Q3 | $2.45M | Buy |
116,693
+2,867
| +3% | +$60.3K | ﹤0.01% | 2527 |
|
|
2022
Q2 | $2.96M | Sell |
113,826
-3,067
| -3% | -$79.7K | ﹤0.01% | 2420 |
|
|
2022
Q1 | $3.6M | Buy |
116,893
+3,505
| +3% | +$108K | ﹤0.01% | 2430 |
|
|
2021
Q4 | $4M | Buy |
113,388
+1,504
| +1% | +$53.1K | ﹤0.01% | 2455 |
|
|
2021
Q3 | $3.41M | Buy |
111,884
+933
| +0.8% | +$28.5K | ﹤0.01% | 2551 |
|
|
2021
Q2 | $3.15M | Sell |
110,951
-8,890
| -7% | -$252K | ﹤0.01% | 2571 |
|
|
2021
Q1 | $2.67M | Sell |
119,841
-18,864
| -14% | -$420K | ﹤0.01% | 2578 |
|
|
2020
Q4 | $2.78M | Sell |
138,705
-1,106
| -0.8% | -$22.2K | ﹤0.01% | 2493 |
|
|
2020
Q3 | $2.29M | Buy |
139,811
+681
| +0.5% | +$11.1K | ﹤0.01% | 2451 |
|
|
2020
Q2 | $2.45M | Sell |
139,130
-6,731
| -5% | -$119K | ﹤0.01% | 2348 |
|
|
2020
Q1 | $2.03M | Sell |
145,861
-6,773
| -4% | -$94.4K | ﹤0.01% | 2273 |
|
|
2019
Q4 | $4.15M | Sell |
152,634
-790
| -0.5% | -$21.5K | ﹤0.01% | 2118 |
|
|
2019
Q3 | $4.22M | Sell |
153,424
-21,382
| -12% | -$589K | ﹤0.01% | 2051 |
|
|
2019
Q2 | $5.06M | Sell |
174,806
-46,340
| -21% | -$1.34M | ﹤0.01% | 1965 |
|
|
2019
Q1 | $6.41M | Buy |
221,146
+32,183
| +17% | +$933K | ﹤0.01% | 1852 |
|
|
2018
Q4 | $4.58M | Buy |
188,963
+43,379
| +30% | +$1.05M | ﹤0.01% | 1950 |
|
|
2018
Q3 | $4.05M | Buy |
145,584
+29,813
| +26% | +$828K | ﹤0.01% | 2167 |
|
|
2018
Q2 | $3.06M | Buy |
115,771
+32,984
| +40% | +$871K | ﹤0.01% | 2227 |
|
|
2018
Q1 | $1.83M | Buy |
82,787
+8,313
| +11% | +$184K | ﹤0.01% | 2360 |
|
|
2017
Q4 | $1.93M | Buy |
74,474
+7,452
| +11% | +$193K | ﹤0.01% | 2314 |
|
|
2017
Q3 | $1.63M | Sell |
67,022
-13,534
| -17% | -$330K | ﹤0.01% | 2356 |
|
|
2017
Q2 | $1.89M | Buy |
80,556
+20,071
| +33% | +$470K | ﹤0.01% | 2239 |
|
|
2017
Q1 | $1.41M | Buy |
60,485
+8,466
| +16% | +$198K | ﹤0.01% | 2314 |
|
|
2016
Q4 | $1.31M | Buy |
52,019
+2,859
| +6% | +$71.8K | ﹤0.01% | 2340 |
|
|
2016
Q3 | $1.19M | Buy |
49,160
+2,466
| +5% | +$59.6K | ﹤0.01% | 2358 |
|
|
2016
Q2 | $1.11M | Buy |
46,694
+1,026
| +2% | +$24.5K | ﹤0.01% | 2313 |
|
|
2016
Q1 | $1.02M | Buy |
45,668
+1,119
| +3% | +$25.1K | ﹤0.01% | 2337 |
|
|
2015
Q4 | $957K | Buy |
44,549
+1,632
| +4% | +$35.1K | ﹤0.01% | 2407 |
|
|
2015
Q3 | $916K | Buy |
42,917
+2,593
| +6% | +$55.3K | ﹤0.01% | 2415 |
|
|
2015
Q2 | $859K | Sell |
40,324
-18,083
| -31% | -$385K | ﹤0.01% | 2486 |
|
|
2015
Q1 | $1.43M | Buy |
58,407
+26,776
| +85% | +$654K | ﹤0.01% | 2237 |
|
|
2014
Q4 | $749K | Buy |
31,631
+793
| +3% | +$18.8K | ﹤0.01% | 2465 |
|
|
2014
Q3 | $624K | Buy |
30,838
+663
| +2% | +$13.4K | ﹤0.01% | 2506 |
|
|
2014
Q2 | $644K | Sell |
30,175
-208
| -0.7% | -$4.44K | ﹤0.01% | 2526 |
|
|
2014
Q1 | $648K | Buy |
30,383
+780
| +3% | +$16.6K | ﹤0.01% | 2489 |
|
|
2013
Q4 | $596K | Sell |
29,603
-1,864
| -6% | -$37.5K | ﹤0.01% | 2522 |
|
|
2013
Q3 | $633K | Buy |
31,467
+4,061
| +15% | +$81.7K | ﹤0.01% | 2452 |
|
|
2013
Q2 | $609K | Buy |
+27,406
| New | +$609K | ﹤0.01% | 2426 |
|