Charles Schwab’s The ONE Group STKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.8K | Sell |
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|
2025
Q1 | $186K | Hold |
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|
2024
Q4 | $181K | Hold |
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|
2024
Q3 | $229K | Sell |
|
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|
2024
Q2 | $265K | Buy |
|
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|
2024
Q1 | $347K | Hold |
|
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|
2023
Q4 | $381K | Hold |
|
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|
2023
Q3 | $342K | Hold |
|
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $513K | Buy |
|
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|
2022
Q4 | $374K | Buy |
|
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|
2022
Q3 | $384K | Hold |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $580K | Buy |
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|
2021
Q4 | $665K | Hold |
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|
2021
Q3 | $564K | Buy |
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|
2021
Q2 | $547K | Buy |
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