Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$104K Sell
4,840
-8
-0.2% -$189 ﹤0.01% 1767
2025
Q4
$131K Sell
4,848
-154
-3% -$4.22K ﹤0.01% 1723
2025
Q3
$138K Sell
5,002
-55,828
-92% -$1.74M ﹤0.01% 1717
2025
Q2
$1.99M Buy
60,830
+10,716
+21% +$328K 0.01% 685
2025
Q1
$1.47M Sell
50,114
-11,530
-19% -$337K 0.01% 712
2024
Q4
$1.7M Sell
61,644
-22,404
-27% -$554K 0.01% 687
2024
Q3
$1.92M Sell
84,048
-16
-0% -$345 0.01% 658
2024
Q2
$1.75M Buy
84,064
+23,053
+38% +$486K 0.01% 652
2024
Q1
$1.33M Sell
61,011
-2,914
-5% -$58.1K 0.01% 820
2023
Q4
$1.22M Sell
63,925
-9,150
-13% -$138K 0.01% 824
2023
Q3
$995K Buy
73,075
+12,988
+22% +$195K ﹤0.01% 900
2023
Q2
$980K Sell
60,087
-19,694
-25% -$300K ﹤0.01% 935
2023
Q1
$988K Sell
79,781
-6,668
-8% -$98.5K ﹤0.01% 946
2022
Q4
$1.44M Buy
86,449
+29,912
+53% +$490K 0.01% 782
2022
Q3
$790K Sell
56,537
-232
-0.4% -$3.6K ﹤0.01% 1042
2022
Q2
$904K Sell
56,769
-5,977
-10% -$103K ﹤0.01% 979
2022
Q1
$1.15M Buy
62,746
+2,750
+5% +$52K ﹤0.01% 957
2021
Q4
$1.18M Sell
59,996
-27,663
-32% -$507K ﹤0.01% 1027
2021
Q3
$1.54M Buy
87,659
+7,776
+10% +$146K 0.01% 839
2021
Q2
$1.67M Buy
79,883
+4,700
+6% +$92.6K 0.01% 844
2021
Q1
$1.35M Buy
75,183
+1,205
+2% +$18.3K 0.01% 958
2020
Q4
$916K Sell
73,978
-24,750
-25% -$260K ﹤0.01% 1116
2020
Q3
$798K Sell
98,728
-14,495
-13% -$106K ﹤0.01% 1055
2020
Q2
$795K Buy
113,223
+31,994
+39% +$239K ﹤0.01% 1010
2020
Q1
$584K Buy
+81,229
New +$784K ﹤0.01% 1028
2019
Q3
Sell
-34,718
Closed -$337K 2195
2019
Q2
$337K Buy
34,718
+11,507
+50% +$114K ﹤0.01% 1521
2019
Q1
$230K Sell
23,211
-18,898
-45% -$196K ﹤0.01% 1629
2018
Q4
$349K Buy
42,109
+18,948
+82% +$189K ﹤0.01% 1441
2018
Q3
$258K Buy
23,161
+2,005
+9% +$23.2K ﹤0.01% 1654
2018
Q2
$242K Buy
+21,156
New +$245K ﹤0.01% 1695
2017
Q4
Hold
0
1936
2017
Q3
Hold
0
1970
2014
Q4
Sell
-11,776
Closed -$101K 1831
2014
Q3
$101K Hold
11,776
﹤0.01% 1572
2014
Q2
$98K Sell
11,776
-21,173
-64% -$187K ﹤0.01% 1558
2014
Q1
$288K Hold
32,949
﹤0.01% 1337
2013
Q4
$309K Hold
32,949
﹤0.01% 1334
2013
Q3
$293K Buy
32,949
+22,837
+226% +$199K ﹤0.01% 1380
2013
Q2
$83K Buy
+10,112
New +$78.9K ﹤0.01% 1665

Other funds holding SLM