JFS Wealth Advisors’s Schneider National SNDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435 | Sell |
18
-48
| -73% | -$1.16K | ﹤0.01% | 1719 |
|
|
2025
Q1 | $1.51K | Sell |
66
-14
| -18% | -$320 | ﹤0.01% | 1562 |
|
|
2024
Q4 | $2.34K | Sell |
80
-2
| -2% | -$59 | ﹤0.01% | 1411 |
|
|
2024
Q3 | $2.34K | Buy |
82
+18
| +28% | +$514 | ﹤0.01% | 1418 |
|
|
2024
Q2 | $1.55K | Hold |
64
| – | – | ﹤0.01% | 1532 |
|
|
2024
Q1 | $1.45K | Sell |
64
-12
| -16% | -$272 | ﹤0.01% | 1552 |
|
|
2023
Q4 | $1.94K | Sell |
76
-15
| -16% | -$382 | ﹤0.01% | 1454 |
|
|
2023
Q3 | $2.52K | Buy |
91
+3
| +3% | +$83 | ﹤0.01% | 1274 |
|
|
2023
Q2 | $2.53K | Sell |
88
-13
| -13% | -$373 | ﹤0.01% | 1298 |
|
|
2023
Q1 | $2.7K | Buy |
101
+3
| +3% | +$80 | ﹤0.01% | 1246 |
|
|
2022
Q4 | $2.29K | Buy |
98
+6
| +7% | +$140 | ﹤0.01% | 1323 |
|
|
2022
Q3 | $2K | Buy |
92
+39
| +74% | +$848 | ﹤0.01% | 1393 |
|
|
2022
Q2 | $1K | Sell |
53
-23
| -30% | -$434 | ﹤0.01% | 1638 |
|
|
2022
Q1 | $2K | Buy |
76
+43
| +130% | +$1.13K | ﹤0.01% | 1491 |
|
|
2021
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 1553 |
|