Charles Schwab’s Seven Hills Realty Trust SEVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$518K	Buy	42,941 +6,301	+17%	+$76.1K	﹤0.01%	3126
2025 Q1	$458K	Hold	36,640	–	–	﹤0.01%	3113
2024 Q4	$479K	Hold	36,640	–	–	﹤0.01%	3154
2024 Q3	$505K	Buy	36,640 +1,528	+4%	+$21K	﹤0.01%	3161
2024 Q2	$445K	Buy	+35,112	New	+$445K	﹤0.01%	3249