Steward Partners Investment Advisory’s Schneider National SNDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.68K | Hold |
401
| – | – | ﹤0.01% | 3229 |
|
2025
Q1 | $9.16K | Hold |
401
| – | – | ﹤0.01% | 3137 |
|
2024
Q4 | $11.7K | Buy |
401
+72
| +22% | +$2.11K | ﹤0.01% | 3035 |
|
2024
Q3 | $9.39K | Sell |
329
-15
| -4% | -$428 | ﹤0.01% | 2970 |
|
2024
Q2 | $8.31K | Buy |
344
+15
| +5% | +$362 | ﹤0.01% | 2883 |
|
2024
Q1 | $7.45K | Hold |
329
| – | – | ﹤0.01% | 2917 |
|
2023
Q4 | $8.37K | Hold |
329
| – | – | ﹤0.01% | 2774 |
|
2023
Q3 | $9.11K | Hold |
329
| – | – | ﹤0.01% | 2631 |
|
2023
Q2 | $9.45K | Hold |
329
| – | – | ﹤0.01% | 2586 |
|
2023
Q1 | $8.8K | Hold |
329
| – | – | ﹤0.01% | 2584 |
|
2022
Q4 | $7.7K | Buy |
329
+132
| +67% | +$3.09K | ﹤0.01% | 2617 |
|
2022
Q3 | $4K | Buy |
+197
| New | +$4K | ﹤0.01% | 2880 |
|
2021
Q3 | – | Sell |
-600
| Closed | -$13K | – | 3317 |
|
2021
Q2 | $13K | Hold |
600
| – | – | ﹤0.01% | 5664 |
|
2021
Q1 | $15K | Buy |
+600
| New | +$15K | ﹤0.01% | 2597 |
|
2020
Q2 | – | Sell |
-350
| Closed | -$6K | – | 2743 |
|
2020
Q1 | $6K | Hold |
350
| – | – | ﹤0.01% | 2041 |
|
2019
Q4 | $7K | Buy |
350
+2
| +0.6% | +$40 | ﹤0.01% | 2157 |
|
2019
Q3 | $7K | Hold |
348
| – | – | ﹤0.01% | 2154 |
|
2019
Q2 | $6K | Buy |
+348
| New | +$6K | ﹤0.01% | 2173 |
|
2018
Q4 | – | Sell |
-260
| Closed | -$6K | – | 1945 |
|
2018
Q3 | $6K | Hold |
260
| – | – | ﹤0.01% | 2073 |
|
2018
Q2 | $7K | Hold |
260
| – | – | ﹤0.01% | 1886 |
|
2018
Q1 | $6K | Sell |
260
-332
| -56% | -$7.66K | ﹤0.01% | 1741 |
|
2017
Q4 | $16K | Buy |
+592
| New | +$16K | ﹤0.01% | 1208 |
|