Charles Schwab’s Sonida Senior Living SNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
20,769
+2,630
| +14% | +$65.6K | ﹤0.01% | 3127 |
|
|
2025
Q1 | $422K | Buy |
18,139
+14
| +0.1% | +$326 | ﹤0.01% | 3133 |
|
|
2024
Q4 | $418K | Buy |
18,125
+8,861
| +96% | +$205K | ﹤0.01% | 3191 |
|
|
2024
Q3 | $248K | Sell |
9,264
-386
| -4% | -$10.3K | ﹤0.01% | 3311 |
|
|
2024
Q2 | $265K | Buy |
+9,650
| New | +$265K | ﹤0.01% | 3394 |
|
|
2020
Q3 | – | Sell |
-7,479
| Closed | -$80K | – | 3364 |
|
|
2020
Q2 | $80K | Sell |
7,479
-305
| -4% | -$3.26K | ﹤0.01% | 3247 |
|
|
2020
Q1 | $68K | Buy |
7,784
+186
| +2% | +$1.63K | ﹤0.01% | 3135 |
|
|
2019
Q4 | $353K | Sell |
7,598
-1,276
| -14% | -$59.3K | ﹤0.01% | 2933 |
|
|
2019
Q3 | $584K | Buy |
8,874
+2,106
| +31% | +$139K | ﹤0.01% | 2738 |
|
|
2019
Q2 | $511K | Sell |
6,768
-1,745
| -20% | -$132K | ﹤0.01% | 2801 |
|
|
2019
Q1 | $510K | Sell |
8,513
-1,335
| -14% | -$80K | ﹤0.01% | 2762 |
|
|
2018
Q4 | $1.01M | Buy |
9,848
+866
| +10% | +$88.4K | ﹤0.01% | 2536 |
|
|
2018
Q3 | $1.27M | Sell |
8,982
-554
| -6% | -$78.5K | ﹤0.01% | 2545 |
|
|
2018
Q2 | $1.53M | Buy |
9,536
+333
| +4% | +$53.3K | ﹤0.01% | 2453 |
|
|
2018
Q1 | $1.48M | Buy |
9,203
+922
| +11% | +$149K | ﹤0.01% | 2419 |
|
|
2017
Q4 | $1.68M | Buy |
8,281
+385
| +5% | +$77.9K | ﹤0.01% | 2357 |
|
|
2017
Q3 | $1.49M | Buy |
7,896
+409
| +5% | +$77K | ﹤0.01% | 2390 |
|
|
2017
Q2 | $1.71M | Sell |
7,487
-1,036
| -12% | -$236K | ﹤0.01% | 2272 |
|
|
2017
Q1 | $1.8M | Buy |
8,523
+454
| +6% | +$95.8K | ﹤0.01% | 2235 |
|
|
2016
Q4 | $1.94M | Buy |
8,069
+420
| +5% | +$101K | ﹤0.01% | 2198 |
|
|
2016
Q3 | $1.93M | Buy |
7,649
+348
| +5% | +$87.7K | ﹤0.01% | 2145 |
|
|
2016
Q2 | $1.94M | Buy |
7,301
+137
| +2% | +$36.3K | ﹤0.01% | 2089 |
|
|
2016
Q1 | $1.99M | Buy |
7,164
+151
| +2% | +$42K | ﹤0.01% | 2045 |
|
|
2015
Q4 | $2.2M | Buy |
7,013
+216
| +3% | +$67.6K | ﹤0.01% | 2028 |
|
|
2015
Q3 | $2.05M | Buy |
6,797
+1,140
| +20% | +$343K | ﹤0.01% | 2050 |
|
|
2015
Q2 | $2.08M | Buy |
5,657
+164
| +3% | +$60.3K | ﹤0.01% | 2074 |
|
|
2015
Q1 | $2.14M | Buy |
5,493
+232
| +4% | +$90.3K | ﹤0.01% | 2019 |
|
|
2014
Q4 | $1.97M | Buy |
5,261
+122
| +2% | +$45.6K | ﹤0.01% | 2024 |
|
|
2014
Q3 | $1.64M | Buy |
5,139
+658
| +15% | +$210K | ﹤0.01% | 2074 |
|
|
2014
Q2 | $1.6M | Sell |
4,481
-31
| -0.7% | -$11.1K | ﹤0.01% | 2093 |
|
|
2014
Q1 | $1.76M | Buy |
4,512
+409
| +10% | +$159K | ﹤0.01% | 2023 |
|
|
2013
Q4 | $1.48M | Sell |
4,103
-2,194
| -35% | -$790K | ﹤0.01% | 2074 |
|
|
2013
Q3 | $2.05M | Buy |
6,297
+91
| +1% | +$29.6K | ﹤0.01% | 1827 |
|
|
2013
Q2 | $2.28M | Buy |
+6,206
| New | +$2.28M | 0.01% | 1680 |
|