Charles Schwab’s Research Frontiers REFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4K | Hold |
21,870
| – | – | ﹤0.01% | 3471 |
|
|
2025
Q1 | $24.7K | Hold |
21,870
| – | – | ﹤0.01% | 3453 |
|
|
2024
Q4 | $37.4K | Hold |
21,870
| – | – | ﹤0.01% | 3456 |
|
|
2024
Q3 | $47.9K | Hold |
21,870
| – | – | ﹤0.01% | 3416 |
|
|
2024
Q2 | $40.2K | Hold |
21,870
| – | – | ﹤0.01% | 3531 |
|
|
2024
Q1 | $28.4K | Hold |
21,870
| – | – | ﹤0.01% | 3417 |
|
|
2023
Q4 | $22.1K | Hold |
21,870
| – | – | ﹤0.01% | 3474 |
|
|
2023
Q3 | $23.6K | Hold |
21,870
| – | – | ﹤0.01% | 3494 |
|
|
2023
Q2 | $35K | Hold |
21,870
| – | – | ﹤0.01% | 3474 |
|
|
2023
Q1 | $37.4K | Hold |
21,870
| – | – | ﹤0.01% | 3398 |
|
|
2022
Q4 | $42K | Hold |
21,870
| – | – | ﹤0.01% | 3394 |
|
|
2022
Q3 | $47K | Buy |
+21,870
| New | +$47K | ﹤0.01% | 3342 |
|
|
2021
Q2 | – | Sell |
-57,115
| Closed | -$163K | – | 3516 |
|
|
2021
Q1 | $163K | Sell |
57,115
-14,470
| -20% | -$41.3K | ﹤0.01% | 3340 |
|
|
2020
Q4 | $202K | Hold |
71,585
| – | – | ﹤0.01% | 3257 |
|
|
2020
Q3 | $194K | Hold |
71,585
| – | – | ﹤0.01% | 3183 |
|
|
2020
Q2 | $291K | Buy |
+71,585
| New | +$291K | ﹤0.01% | 3062 |
|