Steward Partners Investment Advisory’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68K | Sell |
133
-65
| -33% | -$1.31K | ﹤0.01% | 3669 |
|
|
2025
Q1 | $3.91K | Hold |
198
| – | – | ﹤0.01% | 3459 |
|
|
2024
Q4 | $3.82K | Hold |
198
| – | – | ﹤0.01% | 3457 |
|
|
2024
Q3 | $3.67K | Sell |
198
-250
| -56% | -$4.64K | ﹤0.01% | 3277 |
|
|
2024
Q2 | $8.66K | Hold |
448
| – | – | ﹤0.01% | 2866 |
|
|
2024
Q1 | $12.1K | Sell |
448
-400
| -47% | -$10.8K | ﹤0.01% | 2739 |
|
|
2023
Q4 | $30.4K | Buy |
848
+43
| +5% | +$1.54K | ﹤0.01% | 2197 |
|
|
2023
Q3 | $22.8K | Buy |
805
+250
| +45% | +$7.07K | ﹤0.01% | 2240 |
|
|
2023
Q2 | $27.7K | Sell |
555
-100
| -15% | -$4.99K | ﹤0.01% | 2133 |
|
|
2023
Q1 | $17.2K | Buy |
655
+200
| +44% | +$5.27K | ﹤0.01% | 2314 |
|
|
2022
Q4 | $8.5K | Hold |
455
| – | – | ﹤0.01% | 2590 |
|
|
2022
Q3 | $11K | Hold |
455
| – | – | ﹤0.01% | 2501 |
|
|
2022
Q2 | $12K | Hold |
455
| – | – | ﹤0.01% | 2460 |
|
|
2022
Q1 | $16K | Hold |
455
| – | – | ﹤0.01% | 2471 |
|
|
2021
Q4 | $16K | Sell |
455
-82
| -15% | -$2.88K | ﹤0.01% | 2419 |
|
|
2021
Q3 | $29K | Sell |
537
-150
| -22% | -$8.1K | ﹤0.01% | 2161 |
|
|
2021
Q2 | $52K | Sell |
687
-5
| -0.7% | -$378 | ﹤0.01% | 3282 |
|
|
2021
Q1 | $52.8K | Sell |
692
-1,008
| -59% | -$76.9K | ﹤0.01% | 1953 |
|
|
2020
Q4 | $135K | Buy |
1,700
+1,500
| +750% | +$119K | ﹤0.01% | 1241 |
|
|
2020
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 2150 |
|
|
2020
Q2 | $18K | Sell |
200
-150
| -43% | -$13.5K | ﹤0.01% | 1816 |
|
|
2020
Q1 | $15K | Buy |
+350
| New | +$15K | ﹤0.01% | 1718 |
|