Synovus Financial’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 | $5.68M | Sell |
62,240
-143
| -0.2% | -$13.1K | 0.07% | 175 |
|
2025
Q1 | $4.88M | Buy |
62,383
+9,276
| +17% | +$726K | 0.06% | 184 |
|
2024
Q4 | $3.93M | Sell |
53,107
-14,782
| -22% | -$1.09M | 0.05% | 222 |
|
2024
Q3 | $4.4M | Buy |
67,889
+21,377
| +46% | +$1.39M | 0.05% | 237 |
|
2024
Q2 | $3.43M | Buy |
46,512
+27
| +0.1% | +$1.99K | 0.05% | 252 |
|
2024
Q1 | $3.36M | Buy |
46,485
+1,252
| +3% | +$90.6K | 0.04% | 258 |
|
2023
Q4 | $3.11M | Sell |
45,233
-8,296
| -15% | -$571K | 0.04% | 246 |
|
2023
Q3 | $2.94M | Buy |
53,529
+4,641
| +9% | +$255K | 0.03% | 273 |
|
2023
Q2 | $2.77M | Buy |
48,888
+29,168
| +148% | +$1.65M | 0.03% | 294 |
|
2023
Q1 | $1.03M | Sell |
19,720
-48,902
| -71% | -$2.56M | 0.01% | 446 |
|
2022
Q4 | $5.71M | Buy |
68,622
+5,022
| +8% | +$418K | 0.07% | 173 |
|
2022
Q3 | $4.57M | Buy |
63,600
+3,316
| +6% | +$238K | 0.06% | 182 |
|
2022
Q2 | $3.81M | Buy |
60,284
+5,782
| +11% | +$366K | 0.04% | 212 |
|
2022
Q1 | $4.6M | Buy |
54,502
+5,492
| +11% | +$463K | 0.05% | 196 |
|
2021
Q4 | $4.13M | Buy |
49,010
+2,203
| +5% | +$185K | 0.04% | 228 |
|
2021
Q3 | $3.41M | Sell |
46,807
-23,191
| -33% | -$1.69M | 0.04% | 233 |
|
2021
Q2 | $5.1M | Buy |
69,998
+16,019
| +30% | +$1.17M | 0.05% | 179 |
|
2021
Q1 | $3.53M | Buy |
+53,979
| New | +$3.53M | 0.04% | 204 |
|
2020
Q3 | – | Sell |
-4,875
| Closed | -$163K | – | 1309 |
|
2020
Q2 | $163K | Sell |
4,875
-14,940
| -75% | -$500K | ﹤0.01% | 691 |
|
2020
Q1 | $665K | Sell |
19,815
-29,685
| -60% | -$996K | 0.01% | 448 |
|
2019
Q4 | $2.36M | Buy |
49,500
+1,784
| +4% | +$84.9K | 0.03% | 220 |
|
2019
Q3 | $2M | Sell |
47,716
-2,056
| -4% | -$86.2K | 0.03% | 226 |
|
2019
Q2 | $2M | Buy |
49,772
+1,779
| +4% | +$71.4K | 0.03% | 223 |
|
2019
Q1 | $2.05M | Buy |
47,993
+3,930
| +9% | +$168K | 0.03% | 224 |
|
2018
Q4 | $1.83M | Sell |
44,063
-51,421
| -54% | -$2.13M | 0.03% | 231 |
|
2018
Q3 | $4.7M | Sell |
95,484
-12,017
| -11% | -$591K | 0.07% | 144 |
|
2018
Q2 | $5.5M | Buy |
107,501
+15,930
| +17% | +$814K | 0.09% | 131 |
|
2018
Q1 | $4.78M | Buy |
91,571
+6,954
| +8% | +$363K | 0.08% | 134 |
|
2017
Q4 | $4.35M | Buy |
84,617
+46,543
| +122% | +$2.39M | 0.08% | 133 |
|
2017
Q3 | $1.67M | Buy |
38,074
+4,306
| +13% | +$188K | 0.03% | 212 |
|
2017
Q2 | $1.45M | Buy |
33,768
+2,020
| +6% | +$86.7K | 0.03% | 233 |
|
2017
Q1 | $1.3M | Buy |
31,748
+3,274
| +11% | +$134K | 0.03% | 229 |
|
2016
Q4 | $1.12M | Sell |
28,474
-225
| -0.8% | -$8.87K | 0.03% | 235 |
|
2016
Q3 | $907K | Sell |
28,699
-23,602
| -45% | -$746K | 0.02% | 257 |
|
2016
Q2 | $1.32M | Buy |
52,301
+49,933
| +2,109% | +$1.26M | 0.03% | 228 |
|
2016
Q1 | $68K | Hold |
2,368
| – | – | ﹤0.01% | 623 |
|
2015
Q4 | $79K | Hold |
2,368
| – | – | ﹤0.01% | 603 |
|
2015
Q3 | $68K | Buy |
2,368
+89
| +4% | +$2.56K | ﹤0.01% | 571 |
|
2015
Q2 | $73K | Sell |
2,279
-26
| -1% | -$833 | ﹤0.01% | 556 |
|
2015
Q1 | $71K | Buy |
2,305
+26
| +1% | +$801 | ﹤0.01% | 586 |
|
2014
Q4 | $70K | Buy |
2,279
+120
| +6% | +$3.69K | ﹤0.01% | 580 |
|
2014
Q3 | $63K | Sell |
2,159
-447
| -17% | -$13K | ﹤0.01% | 574 |
|
2014
Q2 | $69K | Sell |
2,606
-422
| -14% | -$11.2K | ﹤0.01% | 540 |
|
2014
Q1 | $82K | Sell |
3,028
-652
| -18% | -$17.7K | ﹤0.01% | 504 |
|
2013
Q4 | $97K | Hold |
3,680
| – | – | ﹤0.01% | 457 |
|
2013
Q3 | $77K | Sell |
3,680
-130
| -3% | -$2.72K | ﹤0.01% | 463 |
|
2013
Q2 | $80K | Buy |
+3,810
| New | +$80K | ﹤0.01% | 459 |
|