Lee Financial CO Schwab Charles Corp Transaction History

Lee Financial CO

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$49.33 - $70.98 $6,708 - $9,653	-136 Reduced 5.2%	2,478 $170,000
Q3 2023 Nov 09, 2023	BUY	$54.2 - $67.94 $216 - $271	4 Added 0.15%	2,614 $143,000
Q2 2023 Aug 08, 2023	BUY	$47.37 - $57.14 $8,763 - $10,570	185 Added 7.63%	2,610 $147,000
Q1 2023 May 15, 2023	BUY	$51.91 - $85.6 $48,483 - $79,950	934 Added 62.64%	2,425 $127,000
Q4 2022 Feb 09, 2023	BUY	$67.43 - $83.26 $1,685 - $2,081	25 Added 1.71%	1,491 $124,000
Q3 2022 Nov 01, 2022	SELL	$21.16 - $74.92 $63 - $224	-3 Reduced 0.2%	1,466 $105,000
Q2 2022 Aug 10, 2022	BUY	$59.99 - $83.83 $2,639 - $3,688	44 Added 3.09%	1,469 $93,000
Q1 2021 May 13, 2021	BUY	$51.54 - $67.65 $34,789 - $45,663	675 Added 90.0%	1,425 $93,000
Q2 2020 Aug 11, 2020	BUY	$31.75 - $42.82 $23,812 - $32,115	750 New	750 $25,000

2,083

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $134B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

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