Parkside Financial Bank & Trust’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 | $784K | Buy |
|
|||||
|
2025
Q2 | $736K | Buy |
|
|||||
|
2025
Q1 | $599K | Sell |
|
|||||
|
2024
Q4 | $598K | Sell |
|
|||||
|
2024
Q3 | $529K | Sell |
|
|||||
|
2024
Q2 | $625K | Sell |
|
|||||
|
2024
Q1 | $638K | Buy |
|
|||||
|
2023
Q4 | $562K | Buy |
|
|||||
|
2023
Q3 | $381K | Buy |
|
|||||
|
2023
Q2 | $382K | Buy |
|
|||||
|
2023
Q1 | $217K | Sell |
|
|||||
|
2022
Q4 | $400K | Buy |
|
|||||
|
2022
Q3 | $333K | Sell |
|
|||||
|
2022
Q2 | $296K | Sell |
|
|||||
|
2022
Q1 | $446K | Buy |
|
|||||
|
2021
Q4 | $443K | Buy |
|
|||||
|
2021
Q3 | $184K | Buy |
|
|||||
|
2021
Q2 | $160K | Buy |
|
|||||
|
2021
Q1 | $133K | Buy |
|
|||||
|
2020
Q4 | $104K | Buy |
|
|||||
|
2020
Q3 | $63K | Buy |
|
|||||
|
2020
Q2 | $57K | Buy |
|
|||||
|
2020
Q1 | $27K | Buy |
|
|||||
|
2019
Q4 | $36K | Buy |
|
|||||
|
2019
Q3 | $25K | Sell |
|
|||||
|
2019
Q2 | $25K | Buy |
|
|||||
|
2019
Q1 | $24K | Sell |
|
|||||
|
2018
Q4 | $26K | Sell |
|
|||||
|
2018
Q3 | $30K | Buy |
|
|||||
|
2018
Q2 | $31K | Buy |
|
|||||
|
2018
Q1 | $29K | Buy |
|
|||||
|
2017
Q4 | $27K | Buy |
|
|||||
|
2017
Q3 | $21K | Hold |
|
|||||
|
2017
Q2 | $21K | Buy |
|
|||||
|
2017
Q1 | $12K | Buy |
|
|||||
|
2016
Q4 | $11K | Hold |
|
|||||
|
2016
Q3 | $10K | Buy |
|
|||||
|
2016
Q2 | $6K | Hold |
|
|||||
|
2016
Q1 | $7K | Buy |
|
|||||
|
2015
Q4 | $6K | Buy |
|
|||||
|
2015
Q3 | $4K | Buy |
|