Charles Schwab’s Seer Inc SEER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6K | Sell |
18,051
-54
| -0.3% | -$116 | ﹤0.01% | 3466 |
|
|
2025
Q1 | $30.6K | Buy |
18,105
+238
| +1% | +$402 | ﹤0.01% | 3440 |
|
|
2024
Q4 | $41.3K | Hold |
17,867
| – | – | ﹤0.01% | 3451 |
|
|
2024
Q3 | $35.2K | Sell |
17,867
-203,094
| -92% | -$400K | ﹤0.01% | 3447 |
|
|
2024
Q2 | $371K | Sell |
220,961
-132,679
| -38% | -$223K | ﹤0.01% | 3306 |
|
|
2024
Q1 | $672K | Buy |
353,640
+24,210
| +7% | +$46K | ﹤0.01% | 2915 |
|
|
2023
Q4 | $639K | Buy |
329,430
+3,640
| +1% | +$7.06K | ﹤0.01% | 2983 |
|
|
2023
Q3 | $720K | Sell |
325,790
-6,263
| -2% | -$13.8K | ﹤0.01% | 2907 |
|
|
2023
Q2 | $1.42M | Buy |
332,053
+41,906
| +14% | +$179K | ﹤0.01% | 2661 |
|
|
2023
Q1 | $1.12M | Buy |
290,147
+7,674
| +3% | +$29.6K | ﹤0.01% | 2697 |
|
|
2022
Q4 | $1.64M | Sell |
282,473
-14,631
| -5% | -$84.9K | ﹤0.01% | 2624 |
|
|
2022
Q3 | $2.3M | Buy |
297,104
+7,025
| +2% | +$54.4K | ﹤0.01% | 2545 |
|
|
2022
Q2 | $2.6M | Buy |
290,079
+19,587
| +7% | +$175K | ﹤0.01% | 2479 |
|
|
2022
Q1 | $4.12M | Buy |
270,492
+7,619
| +3% | +$116K | ﹤0.01% | 2368 |
|
|
2021
Q4 | $6M | Buy |
262,873
+4,039
| +2% | +$92.1K | ﹤0.01% | 2263 |
|
|
2021
Q3 | $8.94M | Buy |
258,834
+164,527
| +174% | +$5.68M | ﹤0.01% | 2071 |
|
|
2021
Q2 | $3.09M | Buy |
94,307
+3,172
| +3% | +$104K | ﹤0.01% | 2581 |
|
|
2021
Q1 | $4.56M | Buy |
+91,135
| New | +$4.56M | ﹤0.01% | 2343 |
|