Charles Schwab’s Stereotaxis STXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
189,197
+35,876
| +23% | +$76.1K | ﹤0.01% | 3209 |
|
|
2025
Q1 | $270K | Buy |
153,321
+284
| +0.2% | +$500 | ﹤0.01% | 3230 |
|
|
2024
Q4 | $349K | Sell |
153,037
-14,260
| -9% | -$32.5K | ﹤0.01% | 3243 |
|
|
2024
Q3 | $341K | Buy |
167,297
+15,491
| +10% | +$31.6K | ﹤0.01% | 3259 |
|
|
2024
Q2 | $276K | Buy |
151,806
+129,110
| +569% | +$235K | ﹤0.01% | 3386 |
|
|
2024
Q1 | $59.2K | Hold |
22,696
| – | – | ﹤0.01% | 3352 |
|
|
2023
Q4 | $39.7K | Hold |
22,696
| – | – | ﹤0.01% | 3423 |
|
|
2023
Q3 | $35.9K | Hold |
22,696
| – | – | ﹤0.01% | 3439 |
|
|
2023
Q2 | $34.7K | Hold |
22,696
| – | – | ﹤0.01% | 3476 |
|
|
2023
Q1 | $46.3K | Hold |
22,696
| – | – | ﹤0.01% | 3357 |
|
|
2022
Q4 | $47K | Hold |
22,696
| – | – | ﹤0.01% | 3372 |
|
|
2022
Q3 | $41K | Hold |
22,696
| – | – | ﹤0.01% | 3376 |
|
|
2022
Q2 | $42K | Sell |
22,696
-113,412
| -83% | -$210K | ﹤0.01% | 3418 |
|
|
2022
Q1 | $508K | Buy |
136,108
+4,818
| +4% | +$18K | ﹤0.01% | 3100 |
|
|
2021
Q4 | $814K | Hold |
131,290
| – | – | ﹤0.01% | 2986 |
|
|
2021
Q3 | $707K | Buy |
131,290
+3,367
| +3% | +$18.1K | ﹤0.01% | 3016 |
|
|
2021
Q2 | $1.23M | Buy |
127,923
+12,489
| +11% | +$120K | ﹤0.01% | 2858 |
|
|
2021
Q1 | $776K | Sell |
115,434
-1,130
| -1% | -$7.6K | ﹤0.01% | 2936 |
|
|
2020
Q4 | $594K | Buy |
116,564
+10,085
| +9% | +$51.4K | ﹤0.01% | 2926 |
|
|
2020
Q3 | $382K | Sell |
106,479
-4,932
| -4% | -$17.7K | ﹤0.01% | 2958 |
|
|
2020
Q2 | $497K | Buy |
111,411
+95,206
| +588% | +$425K | ﹤0.01% | 2828 |
|
|
2020
Q1 | $49K | Hold |
16,205
| – | – | ﹤0.01% | 3159 |
|
|
2019
Q4 | $86K | Buy |
+16,205
| New | +$86K | ﹤0.01% | 3102 |
|