Charles Schwab’s Regional Management Corp RM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
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|
2025
Q1 | $2.57M | Buy |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.61M | Hold |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.75M | Hold |
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|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $4.18M | Buy |
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|
2022
Q3 | $3.51M | Buy |
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|
2022
Q2 | $3.95M | Buy |
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|
2022
Q1 | $4.6M | Buy |
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|
2021
Q4 | $3.74M | Buy |
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|
2021
Q3 | $2.99M | Sell |
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|
2021
Q2 | $2.45M | Sell |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q4 | $1.76M | Hold |
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|
2020
Q3 | $982K | Hold |
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|
2020
Q2 | $1.04M | Hold |
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|
2020
Q1 | $805K | Sell |
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|
2019
Q4 | $3.14M | Sell |
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|
2019
Q3 | $3.74M | Sell |
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|
2019
Q2 | $3.82M | Buy |
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|
2019
Q1 | $3.5M | Buy |
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|
2018
Q4 | $3.31M | Buy |
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|
2018
Q3 | $2.84M | Buy |
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|
2018
Q2 | $3.4M | Sell |
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|
2018
Q1 | $3.72M | Buy |
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|
2017
Q4 | $2.22M | Buy |
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|
2017
Q3 | $381K | Hold |
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|
2017
Q2 | $371K | Sell |
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|
2017
Q1 | $3.19M | Buy |
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|
2016
Q4 | $3.29M | Sell |
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|
2016
Q3 | $2.82M | Hold |
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|
2016
Q2 | $1.91M | Buy |
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|
2016
Q1 | $1.6M | Buy |
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|
2015
Q4 | $1.3M | Buy |
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|
2015
Q3 | $368K | Buy |
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|
2015
Q2 | $281K | Hold |
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|
2015
Q1 | $232K | Hold |
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|
2014
Q4 | $249K | Hold |
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|
2014
Q3 | $282K | Hold |
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|
2014
Q2 | $243K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $224K | Hold |
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|
2013
Q3 | $215K | Buy |
|