Zions Bancorporation’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $73.1K | Buy |
988
+326
| +49% | +$24.1K | ﹤0.01% | 392 |
|
|
2024
Q3 | $42.9K | Sell |
662
-131
| -17% | -$8.49K | ﹤0.01% | 442 |
|
|
2024
Q2 | $58.4K | Sell |
793
-190
| -19% | -$14K | ﹤0.01% | 429 |
|
|
2024
Q1 | $71.1K | Sell |
983
-46
| -4% | -$3.33K | 0.01% | 394 |
|
|
2023
Q4 | $70.8K | Sell |
1,029
-55
| -5% | -$3.78K | ﹤0.01% | 381 |
|
|
2023
Q3 | $59.5K | Sell |
1,084
-12
| -1% | -$659 | 0.01% | 376 |
|
|
2023
Q2 | $62.1K | Sell |
1,096
-24
| -2% | -$1.36K | 0.01% | 377 |
|
|
2023
Q1 | $58.7K | Sell |
1,120
-163
| -13% | -$8.54K | 0.01% | 405 |
|
|
2022
Q4 | $107K | Buy |
1,283
+302
| +31% | +$25.1K | 0.01% | 356 |
|
|
2022
Q3 | $71K | Buy |
981
+215
| +28% | +$15.6K | 0.01% | 391 |
|
|
2022
Q2 | $48K | Sell |
766
-1,132
| -60% | -$70.9K | ﹤0.01% | 470 |
|
|
2022
Q1 | $160K | Buy |
1,898
+113
| +6% | +$9.53K | 0.01% | 348 |
|
|
2021
Q4 | $150K | Buy |
1,785
+81
| +5% | +$6.81K | 0.01% | 331 |
|
|
2021
Q3 | $124K | Buy |
1,704
+144
| +9% | +$10.5K | 0.01% | 341 |
|
|
2021
Q2 | $114K | Buy |
1,560
+10
| +0.6% | +$731 | 0.01% | 338 |
|
|
2021
Q1 | $101K | Buy |
1,550
+717
| +86% | +$46.7K | 0.01% | 338 |
|
|
2020
Q4 | $44K | Buy |
833
+180
| +28% | +$9.51K | 0.01% | 417 |
|
|
2020
Q3 | $24K | Sell |
653
-94
| -13% | -$3.46K | ﹤0.01% | 505 |
|
|
2020
Q2 | $25K | Sell |
747
-6,672
| -90% | -$223K | ﹤0.01% | 458 |
|
|
2020
Q1 | $249K | Buy |
7,419
+892
| +14% | +$29.9K | 0.04% | 144 |
|
|
2019
Q4 | $310K | Sell |
6,527
-859
| -12% | -$40.8K | 0.04% | 146 |
|
|
2019
Q3 | $309K | Sell |
7,386
-68
| -0.9% | -$2.85K | 0.04% | 162 |
|
|
2019
Q2 | $300K | Buy |
7,454
+1,935
| +35% | +$77.9K | 0.04% | 158 |
|
|
2019
Q1 | $236K | Buy |
+5,519
| New | +$236K | 0.04% | 185 |
|
|
2018
Q4 | – | Sell |
-2,764
| Closed | -$136K | – | 709 |
|
|
2018
Q3 | $136K | Buy |
+2,764
| New | +$136K | 0.03% | 208 |
|
|
2018
Q2 | – | Sell |
-2,741
| Closed | -$143K | – | 662 |
|
|
2018
Q1 | $143K | Buy |
2,741
+89
| +3% | +$4.64K | 0.03% | 163 |
|
|
2017
Q4 | $136K | Sell |
2,652
-1,165
| -31% | -$59.7K | 0.02% | 202 |
|
|
2017
Q3 | $167K | Buy |
3,817
+3,585
| +1,545% | +$157K | 0.02% | 297 |
|
|
2017
Q2 | $10K | Sell |
232
-48
| -17% | -$2.07K | ﹤0.01% | 340 |
|
|
2017
Q1 | $11K | Sell |
280
-536
| -66% | -$21.1K | ﹤0.01% | 358 |
|
|
2016
Q4 | $33K | Sell |
816
-254
| -24% | -$10.3K | 0.01% | 296 |
|
|
2016
Q3 | $34K | Buy |
1,070
+697
| +187% | +$22.1K | 0.01% | 289 |
|
|
2016
Q2 | $10K | Sell |
373
-698
| -65% | -$18.7K | ﹤0.01% | 446 |
|
|
2016
Q1 | $31K | Sell |
1,071
-332
| -24% | -$9.61K | 0.01% | 312 |
|
|
2015
Q4 | $34K | Buy |
1,403
+121
| +9% | +$2.93K | 0.01% | 264 |
|
|
2015
Q3 | $43K | Buy |
+1,282
| New | +$43K | 0.01% | 233 |
|
|
2015
Q2 | – | Sell |
-1,428
| Closed | -$43K | – | 650 |
|
|
2015
Q1 | $43K | Buy |
+1,428
| New | +$43K | 0.01% | 254 |
|