Independence Bank of Kentucky’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Sell |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $801K | Sell |
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|
2024
Q1 | $837K | Sell |
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|
2023
Q4 | $808K | Sell |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $580K | Buy |
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|
2022
Q4 | $27K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $59K | Sell |
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|
2020
Q4 | $59K | Sell |
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|
2020
Q3 | $118K | Sell |
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|
2020
Q2 | $113K | Sell |
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|
2020
Q1 | $114K | Hold |
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|
2019
Q4 | $162K | Sell |
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|
2019
Q3 | $264K | Sell |
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|
2019
Q2 | $415K | Buy |
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|
2019
Q1 | $247K | Buy |
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|
2018
Q4 | $212K | Sell |
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|
2018
Q3 | $276K | Buy |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $403K | Sell |
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|
2017
Q4 | $405K | Buy |
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