LPL Financial’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $629K | Buy |
55,405
+4,696
| +9% | +$64.9K | ﹤0.01% | 4561 |
|
|
2025
Q4 | $907K | Sell |
50,709
-199
| -0.4% | -$3.77K | ﹤0.01% | 4173 |
|
|
2025
Q3 | $1.02M | Buy |
50,908
+63
| +0.1% | +$1.27K | ﹤0.01% | 3984 |
|
|
2025
Q2 | $1.02M | Buy |
50,845
+10,127
| +25% | +$231K | ﹤0.01% | 3737 |
|
|
2025
Q1 | $804K | Sell |
40,718
-597
| -1% | -$13.4K | ﹤0.01% | 3740 |
|
|
2024
Q4 | $797K | Sell |
41,315
-16,296
| -28% | -$317K | ﹤0.01% | 3691 |
|
|
2024
Q3 | $1.07M | Buy |
57,611
+3,833
| +7% | +$78.7K | ﹤0.01% | 3331 |
|
|
2024
Q2 | $1.04M | Buy |
53,778
+5,967
| +12% | +$138K | ﹤0.01% | 3222 |
|
|
2024
Q1 | $1.29M | Sell |
47,811
-6,741
| -12% | -$188K | ﹤0.01% | 2950 |
|
|
2023
Q4 | $1.95M | Buy |
54,552
+6,419
| +13% | +$186K | ﹤0.01% | 2427 |
|
|
2023
Q3 | $1.36M | Buy |
48,133
+28,182
| +141% | +$1.14M | ﹤0.01% | 2635 |
|
|
2023
Q2 | $996K | Sell |
19,951
-1,073
| -5% | -$36.3K | ﹤0.01% | 2832 |
|
|
2023
Q1 | $554K | Buy |
21,024
+178
| +0.9% | +$4.23K | ﹤0.01% | 3239 |
|
|
2022
Q4 | $390K | Buy |
20,846
+4,282
| +26% | +$88.8K | ﹤0.01% | 3463 |
|
|
2022
Q3 | $414K | Buy |
16,564
+621
| +4% | +$18.3K | ﹤0.01% | 3321 |
|
|
2022
Q2 | $421K | Buy |
15,943
+1,191
| +8% | +$32K | ﹤0.01% | 3350 |
|
|
2022
Q1 | $503K | Buy |
14,752
+5,617
| +61% | +$171K | ﹤0.01% | 3200 |
|
|
2021
Q4 | $318K | Buy |
9,135
+1,596
| +21% | +$72.9K | ﹤0.01% | 3643 |
|
|
2021
Q3 | $412K | Buy |
7,539
+237
| +3% | +$15.2K | ﹤0.01% | 3393 |
|
|
2021
Q2 | $552K | Buy |
7,302
+669
| +10% | +$48.5K | ﹤0.01% | 3074 |
|
|
2021
Q1 | $506K | Buy |
6,633
+767
| +13% | +$69K | ﹤0.01% | 3011 |
|
|
2020
Q4 | $464K | Buy |
+5,866
| New | +$369K | ﹤0.01% | 2831 |
|
|
2020
Q3 | – | Sell |
-2,958
| Closed | -$271K | – | 3616 |
|
|
2020
Q2 | $271K | Buy |
+2,958
| New | +$172K | ﹤0.01% | 2910 |
|
Other funds holding SDGR
RCMNY
VPM
NAMA
VCM
