Charles Schwab’s Superior Group of Companies SGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
34,137
-1,984
| -5% | -$20.4K | ﹤0.01% | 3269 |
|
|
2025
Q1 | $395K | Buy |
36,121
+1
| +0% | +$11 | ﹤0.01% | 3145 |
|
|
2024
Q4 | $597K | Hold |
36,120
| – | – | ﹤0.01% | 3086 |
|
|
2024
Q3 | $559K | Hold |
36,120
| – | – | ﹤0.01% | 3125 |
|
|
2024
Q2 | $683K | Buy |
+36,120
| New | +$683K | ﹤0.01% | 3064 |
|
|
2023
Q2 | – | Sell |
-32,369
| Closed | -$255K | – | 3673 |
|
|
2023
Q1 | $255K | Hold |
32,369
| – | – | ﹤0.01% | 3119 |
|
|
2022
Q4 | $326K | Buy |
32,369
+1,646
| +5% | +$16.6K | ﹤0.01% | 3094 |
|
|
2022
Q3 | $273K | Sell |
30,723
-339
| -1% | -$3.01K | ﹤0.01% | 3122 |
|
|
2022
Q2 | $552K | Sell |
31,062
-794
| -2% | -$14.1K | ﹤0.01% | 3037 |
|
|
2022
Q1 | $569K | Buy |
31,856
+1,477
| +5% | +$26.4K | ﹤0.01% | 3062 |
|
|
2021
Q4 | $667K | Sell |
30,379
-43
| -0.1% | -$944 | ﹤0.01% | 3056 |
|
|
2021
Q3 | $709K | Buy |
30,422
+2,198
| +8% | +$51.2K | ﹤0.01% | 3015 |
|
|
2021
Q2 | $675K | Buy |
28,224
+2,519
| +10% | +$60.2K | ﹤0.01% | 3067 |
|
|
2021
Q1 | $654K | Sell |
25,705
-3
| -0% | -$76 | ﹤0.01% | 2994 |
|
|
2020
Q4 | $598K | Hold |
25,708
| – | – | ﹤0.01% | 2922 |
|
|
2020
Q3 | $598K | Sell |
25,708
-1,394
| -5% | -$32.4K | ﹤0.01% | 2828 |
|
|
2020
Q2 | $364K | Buy |
27,102
+1,613
| +6% | +$21.7K | ﹤0.01% | 2960 |
|
|
2020
Q1 | $216K | Buy |
25,489
+184
| +0.7% | +$1.56K | ﹤0.01% | 2995 |
|
|
2019
Q4 | $343K | Hold |
25,305
| – | – | ﹤0.01% | 2943 |
|
|
2019
Q3 | $408K | Hold |
25,305
| – | – | ﹤0.01% | 2880 |
|
|
2019
Q2 | $434K | Buy |
25,305
+4,848
| +24% | +$83.1K | ﹤0.01% | 2870 |
|
|
2019
Q1 | $340K | Hold |
20,457
| – | – | ﹤0.01% | 2903 |
|
|
2018
Q4 | $362K | Buy |
20,457
+930
| +5% | +$16.5K | ﹤0.01% | 2875 |
|
|
2018
Q3 | $372K | Hold |
19,527
| – | – | ﹤0.01% | 2937 |
|
|
2018
Q2 | $405K | Hold |
19,527
| – | – | ﹤0.01% | 2863 |
|
|
2018
Q1 | $513K | Hold |
19,527
| – | – | ﹤0.01% | 2720 |
|
|
2017
Q4 | $522K | Sell |
19,527
-2,200
| -10% | -$58.8K | ﹤0.01% | 2712 |
|
|
2017
Q3 | $498K | Hold |
21,727
| – | – | ﹤0.01% | 2723 |
|
|
2017
Q2 | $486K | Buy |
21,727
+9,000
| +71% | +$201K | ﹤0.01% | 2699 |
|
|
2017
Q1 | $237K | Hold |
12,727
| – | – | ﹤0.01% | 2896 |
|
|
2016
Q4 | $250K | Hold |
12,727
| – | – | ﹤0.01% | 2904 |
|
|
2016
Q3 | $252K | Hold |
12,727
| – | – | ﹤0.01% | 2838 |
|
|
2016
Q2 | $243K | Hold |
12,727
| – | – | ﹤0.01% | 2868 |
|
|
2016
Q1 | $227K | Hold |
12,727
| – | – | ﹤0.01% | 2854 |
|
|
2015
Q4 | $217K | Hold |
12,727
| – | – | ﹤0.01% | 2948 |
|
|
2015
Q3 | $229K | Hold |
12,727
| – | – | ﹤0.01% | 2924 |
|
|
2015
Q2 | $211K | Buy |
+12,727
| New | +$211K | ﹤0.01% | 2967 |
|