Charles Schwab’s South Plains Financial SPFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
37,951
+3,599
| +10% | +$130K | ﹤0.01% | 2793 |
|
|
2025
Q1 | $1.14M | Buy |
34,352
+12
| +0% | +$397 | ﹤0.01% | 2796 |
|
|
2024
Q4 | $1.19M | Buy |
34,340
+991
| +3% | +$34.4K | ﹤0.01% | 2846 |
|
|
2024
Q3 | $1.13M | Sell |
33,349
-946
| -3% | -$32.1K | ﹤0.01% | 2884 |
|
|
2024
Q2 | $926K | Buy |
34,295
+2,745
| +9% | +$74.1K | ﹤0.01% | 2966 |
|
|
2024
Q1 | $844K | Sell |
31,550
-1,141
| -3% | -$30.5K | ﹤0.01% | 2846 |
|
|
2023
Q4 | $947K | Sell |
32,691
-477
| -1% | -$13.8K | ﹤0.01% | 2851 |
|
|
2023
Q3 | $877K | Hold |
33,168
| – | – | ﹤0.01% | 2842 |
|
|
2023
Q2 | $747K | Buy |
33,168
+4,843
| +17% | +$109K | ﹤0.01% | 2874 |
|
|
2023
Q1 | $606K | Buy |
28,325
+916
| +3% | +$19.6K | ﹤0.01% | 2888 |
|
|
2022
Q4 | $755K | Sell |
27,409
-538
| -2% | -$14.8K | ﹤0.01% | 2876 |
|
|
2022
Q3 | $771K | Sell |
27,947
-36
| -0.1% | -$993 | ﹤0.01% | 2868 |
|
|
2022
Q2 | $676K | Sell |
27,983
-1,283
| -4% | -$31K | ﹤0.01% | 2942 |
|
|
2022
Q1 | $778K | Buy |
29,266
+3
| +0% | +$80 | ﹤0.01% | 2951 |
|
|
2021
Q4 | $814K | Hold |
29,263
| – | – | ﹤0.01% | 2985 |
|
|
2021
Q3 | $714K | Buy |
29,263
+2,276
| +8% | +$55.5K | ﹤0.01% | 3010 |
|
|
2021
Q2 | $625K | Hold |
26,987
| – | – | ﹤0.01% | 3093 |
|
|
2021
Q1 | $614K | Buy |
26,987
+1,460
| +6% | +$33.2K | ﹤0.01% | 3017 |
|
|
2020
Q4 | $484K | Hold |
25,527
| – | – | ﹤0.01% | 3004 |
|
|
2020
Q3 | $317K | Buy |
25,527
+2,471
| +11% | +$30.7K | ﹤0.01% | 3012 |
|
|
2020
Q2 | $329K | Buy |
23,056
+1,460
| +7% | +$20.8K | ﹤0.01% | 3001 |
|
|
2020
Q1 | $335K | Hold |
21,596
| – | – | ﹤0.01% | 2847 |
|
|
2019
Q4 | $451K | Buy |
+21,596
| New | +$451K | ﹤0.01% | 2856 |
|