Charles Schwab’s Surface Oncology, Inc. Common Stock SURF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-44,721
| Closed | -$38.9K | – | 3676 |
|
|
2023
Q2 | $38.9K | Buy |
+44,721
| New | +$31.9K | ﹤0.01% | 3456 |
|
|
2022
Q4 | – | Sell |
-12,172
| Closed | -$13K | – | 3580 |
|
|
2022
Q3 | $13K | Hold |
12,172
| – | – | ﹤0.01% | 3503 |
|
|
2022
Q2 | $20K | Sell |
12,172
-82,232
| -87% | -$171K | ﹤0.01% | 3519 |
|
|
2022
Q1 | $278K | Buy |
94,404
+6,450
| +7% | +$22.6K | ﹤0.01% | 3232 |
|
|
2021
Q4 | $421K | Hold |
87,954
| – | – | ﹤0.01% | 3201 |
|
|
2021
Q3 | $666K | Buy |
87,954
+5,237
| +6% | +$33.5K | ﹤0.01% | 3043 |
|
|
2021
Q2 | $618K | Buy |
+82,717
| New | +$638K | ﹤0.01% | 3101 |
|
|
2021
Q1 | – | Sell |
-10,490
| Closed | -$97K | – | 3528 |
|
|
2020
Q4 | $97K | Hold |
10,490
| – | – | ﹤0.01% | 3322 |
|
|
2020
Q3 | $73K | Buy |
+10,490
| New | +$63.6K | ﹤0.01% | 3263 |
|
|
2019
Q3 | – | Sell |
-20,914
| Closed | -$59K | – | 3195 |
|
|
2019
Q2 | $59K | Sell |
20,914
-22,879
| -52% | -$91.1K | ﹤0.01% | 3138 |
|
|
2019
Q1 | $209K | Buy |
43,793
+711
| +2% | +$3.5K | ﹤0.01% | 3015 |
|
|
2018
Q4 | $183K | Buy |
43,082
+9,136
| +27% | +$70.5K | ﹤0.01% | 3028 |
|
|
2018
Q3 | $372K | Buy |
33,946
+2,218
| +7% | +$26K | ﹤0.01% | 2939 |
|
|
2018
Q2 | $518K | Buy |
+31,728
| New | +$459K | ﹤0.01% | 2794 |
|
Charles Schwab's SURF Position: Q3 2023 in Review
Charles Schwab sold out of Surface Oncology, Inc. Common Stock (SURF) in Q3 2023, closing a stake of 44,721 shares — an estimated $38.9K sold.
Charles Schwab first reported a position in SURF in Q2 2018 and held it in 14 quarters. The position peaked at $666K in Q3 2021. 0 funds tracked by Wall St. Rank hold SURF as of Q3 2023.
- Charles Schwab reported no remaining Surface Oncology, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
- Charles Schwab sold 44,721 Surface Oncology, Inc. Common Stock shares in Q3 2023, an estimated $38.9K.
- Charles Schwab first reported a position in Surface Oncology, Inc. Common Stock in Q2 2018 and held it in 14 quarters.
- Charles Schwab's Surface Oncology, Inc. Common Stock position peaked at $666K in Q3 2021.
- 0 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2023.
Based on Charles Schwab's 13F filing for Q3 2023, filed 8 Nov 2023.