Sowell Financial Services’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 | $625K | Buy |
6,846
+43
| +0.6% | +$3.92K | 0.03% | 549 |
|
|
2025
Q1 | $533K | Buy |
+6,803
| New | +$533K | 0.02% | 567 |
|
|
2024
Q3 | – | Sell |
-14,004
| Closed | -$1.03M | – | 576 |
|
|
2024
Q2 | $1.03M | Sell |
14,004
-2,064
| -13% | -$152K | 0.05% | 326 |
|
|
2024
Q1 | $1.16M | Buy |
16,068
+255
| +2% | +$18.4K | 0.05% | 318 |
|
|
2023
Q4 | $1.09M | Buy |
15,813
+5,211
| +49% | +$359K | 0.06% | 308 |
|
|
2023
Q3 | $582K | Sell |
10,602
-9,903
| -48% | -$544K | 0.04% | 380 |
|
|
2023
Q2 | $1.16M | Buy |
20,505
+11,674
| +132% | +$662K | 0.06% | 324 |
|
|
2023
Q1 | $463K | Sell |
8,831
-9,845
| -53% | -$516K | 0.04% | 447 |
|
|
2022
Q4 | $1.56M | Buy |
18,676
+8,438
| +82% | +$703K | 0.1% | 232 |
|
|
2022
Q3 | $736K | Buy |
+10,238
| New | +$736K | 0.07% | 265 |
|
|
2022
Q1 | – | Sell |
-15,760
| Closed | -$1.33M | – | 443 |
|
|
2021
Q4 | $1.33M | Buy |
15,760
+1,274
| +9% | +$107K | 0.08% | 275 |
|
|
2021
Q3 | $1.06M | Sell |
14,486
-14,180
| -49% | -$1.03M | 0.07% | 286 |
|
|
2021
Q2 | $2.09M | Sell |
28,666
-871
| -3% | -$63.4K | 0.14% | 181 |
|
|
2021
Q1 | $2.11M | Buy |
29,537
+1,459
| +5% | +$104K | 0.07% | 233 |
|
|
2020
Q4 | $1.49M | Buy |
28,078
+6,811
| +32% | +$361K | 0.06% | 252 |
|
|
2020
Q3 | $771K | Sell |
21,267
-1,136
| -5% | -$41.2K | 0.04% | 360 |
|
|
2020
Q2 | $756K | Sell |
22,403
-16,231
| -42% | -$548K | 0.04% | 346 |
|
|
2020
Q1 | $1.3M | Buy |
38,634
+25,109
| +186% | +$844K | 0.1% | 213 |
|
|
2019
Q4 | $643K | Buy |
13,525
+7,581
| +128% | +$360K | 0.05% | 374 |
|
|
2019
Q3 | $249K | Buy |
+5,944
| New | +$249K | 0.02% | 578 |
|