Charles Schwab’s SelectQuote SLQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $627K | Sell |
996,097
-119,574
| -11% | -$126K | ﹤0.01% | 3032 |
|
|
2025
Q4 | $1.57M | Sell |
1,115,671
-141,451
| -11% | -$237K | ﹤0.01% | 2799 |
|
|
2025
Q3 | $2.46M | Buy |
1,257,122
+49,940
| +4% | +$106K | ﹤0.01% | 2699 |
|
|
2025
Q2 | $2.87M | Buy |
1,207,182
+17,346
| +1% | +$45.5K | ﹤0.01% | 2567 |
|
|
2025
Q1 | $3.97M | Sell |
1,189,836
-1,865
| -0.2% | -$7.91K | ﹤0.01% | 2368 |
|
|
2024
Q4 | $4.43M | Buy |
1,191,701
+10,038
| +0.8% | +$25.6K | ﹤0.01% | 2384 |
|
|
2024
Q3 | $2.56M | Buy |
1,181,663
+53,159
| +5% | +$174K | ﹤0.01% | 2633 |
|
|
2024
Q2 | $3.11M | Buy |
1,128,504
+44,674
| +4% | +$108K | ﹤0.01% | 2546 |
|
|
2024
Q1 | $2.17M | Buy |
1,083,830
+57,355
| +6% | +$85.8K | ﹤0.01% | 2568 |
|
|
2023
Q4 | $1.41M | Sell |
1,026,475
-39,640
| -4% | -$51.7K | ﹤0.01% | 2719 |
|
|
2023
Q3 | $1.25M | Buy |
1,066,115
+110,686
| +12% | +$167K | ﹤0.01% | 2724 |
|
|
2023
Q2 | $1.86M | Buy |
955,429
+9,759
| +1% | +$16.4K | ﹤0.01% | 2572 |
|
|
2023
Q1 | $2.05M | Buy |
945,670
+47,283
| +5% | +$76.3K | ﹤0.01% | 2520 |
|
|
2022
Q4 | $604K | Buy |
898,387
+24,006
| +3% | +$15.7K | ﹤0.01% | 2936 |
|
|
2022
Q3 | $639K | Sell |
874,381
-22,832
| -3% | -$37.9K | ﹤0.01% | 2933 |
|
|
2022
Q2 | $2.23M | Buy |
897,213
+38,823
| +5% | +$99.5K | ﹤0.01% | 2540 |
|
|
2022
Q1 | $2.4M | Sell |
858,390
-39,815
| -4% | -$192K | ﹤0.01% | 2585 |
|
|
2021
Q4 | $8.14M | Buy |
898,205
+13,645
| +2% | +$150K | ﹤0.01% | 2108 |
|
|
2021
Q3 | $11.4M | Buy |
884,560
+390,350
| +79% | +$5.88M | ﹤0.01% | 1926 |
|
|
2021
Q2 | $9.52M | Buy |
494,210
+8,665
| +2% | +$216K | ﹤0.01% | 2030 |
|
|
2021
Q1 | $14.3M | Buy |
485,545
+273,367
| +129% | +$7.17M | 0.01% | 1753 |
|
|
2020
Q4 | $4.4M | Buy |
212,178
+3,816
| +2% | +$78.4K | ﹤0.01% | 2284 |
|
|
2020
Q3 | $4.22M | Buy |
+208,362
| New | +$4.34M | ﹤0.01% | 2151 |
|
Other funds holding SLQT
ABI
VCM
OCM
DC
