Charles Schwab’s SoundThinking SSTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Sell |
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|
2025
Q2 | $380K | Hold |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $662K | Hold |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $949K | Hold |
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|
2022
Q4 | $817K | Buy |
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|
2022
Q3 | $678K | Buy |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $636K | Hold |
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|
2021
Q4 | $678K | Buy |
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|
2021
Q3 | $796K | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $698K | Buy |
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|
2020
Q4 | $715K | Hold |
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|
2020
Q3 | $589K | Sell |
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|
2020
Q2 | $495K | Buy |
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|
2020
Q1 | $535K | Buy |
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|
2019
Q4 | $490K | Buy |
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|
2019
Q3 | $438K | Hold |
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|
2019
Q2 | $840K | Buy |
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|
2019
Q1 | $665K | Buy |
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|
2018
Q4 | $511K | Hold |
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|
2018
Q3 | $1M | Buy |
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|
2018
Q2 | $513K | Buy |
|