Charles Schwab’s Zevia ZVIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
99,380
+79,369
| +397% | +$256K | ﹤0.01% | 3290 |
|
|
2025
Q1 | $43.2K | Hold |
20,011
| – | – | ﹤0.01% | 3419 |
|
|
2024
Q4 | $83.8K | Hold |
20,011
| – | – | ﹤0.01% | 3410 |
|
|
2024
Q3 | $21.6K | Hold |
20,011
| – | – | ﹤0.01% | 3480 |
|
|
2024
Q2 | $13.5K | Sell |
20,011
-56,995
| -74% | -$38.5K | ﹤0.01% | 3604 |
|
|
2024
Q1 | $90.1K | Hold |
77,006
| – | – | ﹤0.01% | 3314 |
|
|
2023
Q4 | $155K | Hold |
77,006
| – | – | ﹤0.01% | 3304 |
|
|
2023
Q3 | $171K | Hold |
77,006
| – | – | ﹤0.01% | 3309 |
|
|
2023
Q2 | $332K | Buy |
77,006
+56,995
| +285% | +$246K | ﹤0.01% | 3204 |
|
|
2023
Q1 | $77K | Hold |
20,011
| – | – | ﹤0.01% | 3286 |
|
|
2022
Q4 | $81.8K | Hold |
20,011
| – | – | ﹤0.01% | 3287 |
|
|
2022
Q3 | $87K | Buy |
+20,011
| New | +$87K | ﹤0.01% | 3235 |
|
|
2022
Q2 | – | Sell |
-23,065
| Closed | -$106K | – | 3655 |
|
|
2022
Q1 | $106K | Sell |
23,065
-4,438
| -16% | -$20.4K | ﹤0.01% | 3404 |
|
|
2021
Q4 | $194K | Buy |
27,503
+2,354
| +9% | +$16.6K | ﹤0.01% | 3364 |
|
|
2021
Q3 | $290K | Buy |
+25,149
| New | +$290K | ﹤0.01% | 3275 |
|