Charles Schwab’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Buy |
167,671
+9,929
| +6% | +$57.8K | ﹤0.01% | 2904 |
|
|
2025
Q1 | $994K | Buy |
157,742
+7,824
| +5% | +$49.3K | ﹤0.01% | 2848 |
|
|
2024
Q4 | $1.31M | Sell |
149,918
-4,963
| -3% | -$43.4K | ﹤0.01% | 2815 |
|
|
2024
Q3 | $1.38M | Buy |
154,881
+20,481
| +15% | +$183K | ﹤0.01% | 2812 |
|
|
2024
Q2 | $1.34M | Sell |
134,400
-7,007
| -5% | -$69.9K | ﹤0.01% | 2832 |
|
|
2024
Q1 | $1.88M | Buy |
141,407
+2,905
| +2% | +$38.7K | ﹤0.01% | 2606 |
|
|
2023
Q4 | $3.91M | Buy |
138,502
+1,625
| +1% | +$45.9K | ﹤0.01% | 2410 |
|
|
2023
Q3 | $5.43M | Buy |
136,877
+10,243
| +8% | +$407K | ﹤0.01% | 2213 |
|
|
2023
Q2 | $7.31M | Buy |
126,634
+2,576
| +2% | +$149K | ﹤0.01% | 2056 |
|
|
2023
Q1 | $7.45M | Buy |
124,058
+689
| +0.6% | +$41.4K | ﹤0.01% | 2010 |
|
|
2022
Q4 | $5.43M | Buy |
123,369
+2,543
| +2% | +$112K | ﹤0.01% | 2174 |
|
|
2022
Q3 | $6.46M | Sell |
120,826
-5,315
| -4% | -$284K | ﹤0.01% | 2083 |
|
|
2022
Q2 | $4.59M | Buy |
126,141
+46,676
| +59% | +$1.7M | ﹤0.01% | 2218 |
|
|
2022
Q1 | $5.8M | Buy |
79,465
+2,161
| +3% | +$158K | ﹤0.01% | 2206 |
|
|
2021
Q4 | $4.06M | Buy |
+77,304
| New | +$4.06M | ﹤0.01% | 2448 |
|