Charles Schwab’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $510K | Hold |
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|
2024
Q3 | $740K | Sell |
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|
2024
Q2 | $870K | Buy |
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|
2024
Q1 | $727K | Sell |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $527K | Sell |
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|
2023
Q1 | $603K | Buy |
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|
2022
Q4 | $467K | Sell |
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|
2022
Q3 | $398K | Sell |
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|
2022
Q2 | $616K | Buy |
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|
2022
Q1 | $673K | Hold |
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|
2021
Q4 | $533K | Buy |
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|
2021
Q3 | $684K | Buy |
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|
2021
Q2 | $474K | Buy |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $144K | Hold |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $135K | Hold |
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|
2020
Q1 | $131K | Hold |
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|
2019
Q4 | $188K | Hold |
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|
2019
Q3 | $193K | Hold |
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|
2019
Q2 | $172K | Buy |
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|
2019
Q1 | $134K | Hold |
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|
2018
Q4 | $164K | Sell |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $332K | Buy |
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|
2018
Q1 | $262K | Hold |
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|
2017
Q4 | $267K | Hold |
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|
2017
Q3 | $227K | Hold |
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|
2017
Q2 | $190K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $46K | Hold |
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|
2015
Q4 | $47K | Hold |
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|
2015
Q3 | $158K | Hold |
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|
2015
Q2 | $184K | Hold |
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|
2015
Q1 | $205K | Hold |
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|
2014
Q4 | $224K | Hold |
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|
2014
Q3 | $381K | Hold |
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|
2014
Q2 | $558K | Buy |
|