Proffitt & Goodson’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
12,765
+21
| +0.2% | +$1.92K | 0.18% | 57 |
|
|
2025
Q1 | $998K | Sell |
12,744
-69
| -0.5% | -$5.4K | 0.16% | 59 |
|
|
2024
Q4 | $948K | Sell |
12,813
-29
| -0.2% | -$2.15K | 0.16% | 65 |
|
|
2024
Q3 | $832K | Buy |
12,842
+333
| +3% | +$21.6K | 0.14% | 72 |
|
|
2024
Q2 | $922K | Sell |
12,509
-188
| -1% | -$13.9K | 0.16% | 64 |
|
|
2024
Q1 | $919K | Sell |
12,697
-649
| -5% | -$46.9K | 0.16% | 67 |
|
|
2023
Q4 | $918K | Sell |
13,346
-7
| -0.1% | -$482 | 0.17% | 63 |
|
|
2023
Q3 | $733K | Buy |
13,353
+43
| +0.3% | +$2.36K | 0.15% | 70 |
|
|
2023
Q2 | $754K | Buy |
13,310
+5,699
| +75% | +$323K | 0.15% | 70 |
|
|
2023
Q1 | $399K | Buy |
+7,611
| New | +$399K | 0.08% | 89 |
|