Charles Schwab’s SelectQuote SLQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
1,207,182
+17,346
| +1% | +$41.3K | ﹤0.01% | 2567 |
|
|
2025
Q1 | $3.97M | Sell |
1,189,836
-1,865
| -0.2% | -$6.23K | ﹤0.01% | 2368 |
|
|
2024
Q4 | $4.43M | Buy |
1,191,701
+10,038
| +0.8% | +$37.3K | ﹤0.01% | 2384 |
|
|
2024
Q3 | $2.56M | Buy |
1,181,663
+53,159
| +5% | +$115K | ﹤0.01% | 2633 |
|
|
2024
Q2 | $3.11M | Buy |
1,128,504
+44,674
| +4% | +$123K | ﹤0.01% | 2546 |
|
|
2024
Q1 | $2.17M | Buy |
1,083,830
+57,355
| +6% | +$115K | ﹤0.01% | 2567 |
|
|
2023
Q4 | $1.41M | Sell |
1,026,475
-39,640
| -4% | -$54.3K | ﹤0.01% | 2718 |
|
|
2023
Q3 | $1.25M | Buy |
1,066,115
+110,686
| +12% | +$130K | ﹤0.01% | 2723 |
|
|
2023
Q2 | $1.86M | Buy |
955,429
+9,759
| +1% | +$19K | ﹤0.01% | 2571 |
|
|
2023
Q1 | $2.05M | Buy |
945,670
+47,283
| +5% | +$103K | ﹤0.01% | 2519 |
|
|
2022
Q4 | $604K | Buy |
898,387
+24,006
| +3% | +$16.1K | ﹤0.01% | 2935 |
|
|
2022
Q3 | $639K | Sell |
874,381
-22,832
| -3% | -$16.7K | ﹤0.01% | 2932 |
|
|
2022
Q2 | $2.23M | Buy |
897,213
+38,823
| +5% | +$96.3K | ﹤0.01% | 2539 |
|
|
2022
Q1 | $2.4M | Sell |
858,390
-39,815
| -4% | -$111K | ﹤0.01% | 2584 |
|
|
2021
Q4 | $8.14M | Buy |
898,205
+13,645
| +2% | +$124K | ﹤0.01% | 2107 |
|
|
2021
Q3 | $11.4M | Buy |
884,560
+390,350
| +79% | +$5.05M | ﹤0.01% | 1925 |
|
|
2021
Q2 | $9.52M | Buy |
494,210
+8,665
| +2% | +$167K | ﹤0.01% | 2029 |
|
|
2021
Q1 | $14.3M | Buy |
485,545
+273,367
| +129% | +$8.07M | 0.01% | 1752 |
|
|
2020
Q4 | $4.4M | Buy |
212,178
+3,816
| +2% | +$79.2K | ﹤0.01% | 2283 |
|
|
2020
Q3 | $4.22M | Buy |
+208,362
| New | +$4.22M | ﹤0.01% | 2150 |
|