Southpoint Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $99.5M | Hold |
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|
2022
Q4 | $158M | Sell |
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|
2022
Q3 | $190M | Buy |
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|
2022
Q2 | $158M | Buy |
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|
2022
Q1 | $185M | Sell |
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|
2021
Q4 | $278M | Buy |
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|
2021
Q3 | $219M | Hold |
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|
2021
Q2 | $218M | Sell |
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|
2021
Q1 | $228M | Sell |
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|
2020
Q4 | $212M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $62M | Buy |
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