CCG
Cypress Capital Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
+2,828
| New | +$258K | 0.03% | 202 |
|
|
2024
Q4 | – | Sell |
-3,433
| Closed | -$222K | – | 298 |
|
|
2024
Q3 | $222K | Buy |
3,433
+74
| +2% | +$4.8K | 0.03% | 291 |
|
|
2024
Q2 | $248K | Hold |
3,359
| – | – | 0.03% | 264 |
|
|
2024
Q1 | $243K | Sell |
3,359
-725
| -18% | -$52.4K | 0.03% | 272 |
|
|
2023
Q4 | $281K | Sell |
4,084
-163
| -4% | -$11.2K | 0.04% | 254 |
|
|
2023
Q3 | $233K | Buy |
4,247
+163
| +4% | +$8.95K | 0.03% | 274 |
|
|
2023
Q2 | $231K | Buy |
+4,084
| New | +$231K | 0.03% | 277 |
|
|
2022
Q2 | – | Sell |
-3,068
| Closed | -$259K | – | 303 |
|
|
2022
Q1 | $259K | Buy |
+3,068
| New | +$259K | 0.03% | 280 |
|
|
2021
Q4 | – | Sell |
-3,068
| Closed | -$223K | – | 339 |
|
|
2021
Q3 | $223K | Hold |
3,068
| – | – | 0.03% | 260 |
|
|
2021
Q2 | $223K | Buy |
+3,068
| New | +$223K | 0.03% | 263 |
|