JFGIW
Johnson Financial Group Inc (Wisconsin)’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Sell |
9,951
-2,555
| -20% | -$233K | 0.04% | 163 |
|
|
2025
Q1 | $979K | Buy |
12,506
+923
| +8% | +$72.3K | 0.05% | 152 |
|
|
2024
Q4 | $958K | Sell |
11,583
-6,080
| -34% | -$503K | 0.05% | 153 |
|
|
2024
Q3 | $1.14M | Sell |
17,663
-40,431
| -70% | -$2.62M | 0.05% | 148 |
|
|
2024
Q2 | $4.28M | Buy |
58,094
+34,069
| +142% | +$2.51M | 0.21% | 67 |
|
|
2024
Q1 | $1.74M | Sell |
24,025
-110
| -0.5% | -$7.96K | 0.09% | 80 |
|
|
2023
Q4 | $1.66M | Sell |
24,135
-2,158
| -8% | -$148K | 0.09% | 78 |
|
|
2023
Q3 | $1.44M | Sell |
26,293
-256
| -1% | -$14.1K | 0.1% | 87 |
|
|
2023
Q2 | $1.5M | Sell |
26,549
-1,222
| -4% | -$69.3K | 0.1% | 91 |
|
|
2023
Q1 | $1.45M | Buy |
27,771
+24,554
| +763% | +$1.29M | 0.1% | 88 |
|
|
2022
Q4 | $268K | Hold |
3,217
| – | – | 0.02% | 217 |
|
|
2022
Q3 | $256K | Sell |
3,217
-4,697
| -59% | -$374K | 0.02% | 211 |
|
|
2022
Q2 | $500K | Buy |
7,914
+1,013
| +15% | +$64K | 0.04% | 180 |
|
|
2022
Q1 | $582K | Sell |
6,901
-722
| -9% | -$60.9K | 0.04% | 180 |
|
|
2021
Q4 | $641K | Buy |
7,623
+3,919
| +106% | +$330K | 0.04% | 167 |
|
|
2021
Q3 | $270K | Sell |
3,704
-225
| -6% | -$16.4K | 0.02% | 233 |
|
|
2021
Q2 | $286K | Sell |
3,929
-10,006
| -72% | -$728K | 0.02% | 233 |
|
|
2021
Q1 | $908K | Sell |
13,935
-3,976
| -22% | -$259K | 0.06% | 131 |
|
|
2020
Q4 | $950K | Buy |
17,911
+16,511
| +1,179% | +$876K | 0.08% | 112 |
|
|
2020
Q3 | $51K | Sell |
1,400
-628
| -31% | -$22.9K | 0.01% | 282 |
|
|
2020
Q2 | $68K | Sell |
2,028
-10,329
| -84% | -$346K | 0.01% | 251 |
|
|
2020
Q1 | $416K | Buy |
12,357
+2,599
| +27% | +$87.5K | 0.05% | 143 |
|
|
2019
Q4 | $464K | Buy |
9,758
+5,845
| +149% | +$278K | 0.04% | 143 |
|
|
2019
Q3 | $164K | Sell |
3,913
-793
| -17% | -$33.2K | 0.02% | 237 |
|
|
2019
Q2 | $189K | Buy |
4,706
+2,534
| +117% | +$102K | 0.02% | 226 |
|
|
2019
Q1 | $93K | Buy |
2,172
+425
| +24% | +$18.2K | 0.01% | 272 |
|
|
2018
Q4 | $73K | Hold |
1,747
| – | – | 0.01% | 289 |
|
|
2018
Q3 | $86K | Buy |
1,747
+38
| +2% | +$1.87K | 0.01% | 276 |
|
|
2018
Q2 | $87K | Sell |
1,709
-69
| -4% | -$3.51K | 0.01% | 276 |
|
|
2018
Q1 | $93K | Sell |
1,778
-131
| -7% | -$6.85K | 0.01% | 280 |
|
|
2017
Q4 | $98K | Sell |
1,909
-260
| -12% | -$13.3K | 0.01% | 290 |
|
|
2017
Q3 | $95K | Buy |
2,169
+160
| +8% | +$7.01K | 0.01% | 288 |
|
|
2017
Q2 | $86K | Buy |
2,009
+228
| +13% | +$9.76K | 0.01% | 299 |
|
|
2017
Q1 | $72K | Sell |
1,781
-6,103
| -77% | -$247K | 0.01% | 358 |
|
|
2016
Q4 | $311K | Sell |
7,884
-136
| -2% | -$5.37K | 0.04% | 233 |
|
|
2016
Q3 | $253K | Sell |
8,020
-508
| -6% | -$16K | 0.03% | 242 |
|
|
2016
Q2 | $216K | Buy |
8,528
+7,197
| +541% | +$182K | 0.03% | 275 |
|
|
2016
Q1 | $37K | Buy |
1,331
+516
| +63% | +$14.3K | 0.01% | 414 |
|
|
2015
Q4 | $27K | Buy |
815
+691
| +557% | +$22.9K | 0.01% | 485 |
|
|
2015
Q3 | $4K | Buy |
124
+22
| +22% | +$710 | ﹤0.01% | 723 |
|
|
2015
Q2 | $3K | Hold |
102
| – | – | ﹤0.01% | 799 |
|
|
2015
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 760 |
|
|
2014
Q4 | $3K | Hold |
102
| – | – | ﹤0.01% | 727 |
|
|
2014
Q3 | $3K | Hold |
102
| – | – | ﹤0.01% | 688 |
|
|
2014
Q2 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 667 |
|
|
2013
Q3 | – | Sell |
-340
| Closed | -$7K | – | 708 |
|
|
2013
Q2 | $7K | Buy |
+340
| New | +$7K | ﹤0.01% | 597 |
|