Allworth Financial’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Buy |
43,296
+7,808
| +22% | +$814K | 0.02% | 320 |
|
|
2025
Q1 | $3.86M | Sell |
35,488
-446
| -1% | -$48.6K | 0.02% | 288 |
|
|
2024
Q4 | $3.51M | Buy |
35,934
+30,269
| +534% | +$2.95M | 0.02% | 307 |
|
|
2024
Q3 | $545K | Sell |
5,665
-1,333
| -19% | -$128K | ﹤0.01% | 555 |
|
|
2024
Q2 | $571K | Sell |
6,998
-4,688
| -40% | -$382K | ﹤0.01% | 543 |
|
|
2024
Q1 | $960K | Sell |
11,686
-2,607
| -18% | -$214K | 0.01% | 417 |
|
|
2023
Q4 | $1.2M | Buy |
14,293
+1,340
| +10% | +$113K | 0.01% | 385 |
|
|
2023
Q3 | $1.04M | Sell |
12,953
-1,807
| -12% | -$146K | 0.01% | 370 |
|
|
2023
Q2 | $1.3M | Sell |
14,760
-236
| -2% | -$20.8K | 0.01% | 342 |
|
|
2023
Q1 | $1.42M | Buy |
14,996
+438
| +3% | +$41.5K | 0.01% | 308 |
|
|
2022
Q4 | $1.36M | Buy |
14,558
+4,170
| +40% | +$391K | 0.02% | 306 |
|
|
2022
Q3 | $929K | Buy |
10,388
+117
| +1% | +$10.5K | 0.01% | 337 |
|
|
2022
Q2 | $1.03M | Buy |
10,271
+7,543
| +277% | +$759K | 0.01% | 304 |
|
|
2022
Q1 | $272K | Hold |
2,728
| – | – | ﹤0.01% | 501 |
|
|
2021
Q4 | $265K | Buy |
2,728
+501
| +22% | +$48.7K | ﹤0.01% | 471 |
|
|
2021
Q3 | $196K | Buy |
2,227
+95
| +4% | +$8.36K | ﹤0.01% | 488 |
|
|
2021
Q2 | $190K | Buy |
2,132
+424
| +25% | +$37.8K | ﹤0.01% | 377 |
|
|
2021
Q1 | $160K | Buy |
1,708
+314
| +23% | +$29.4K | ﹤0.01% | 383 |
|
|
2020
Q4 | $128K | Buy |
1,394
+3
| +0.2% | +$275 | ﹤0.01% | 339 |
|
|
2020
Q3 | $135K | Buy |
1,391
+2
| +0.1% | +$194 | ﹤0.01% | 288 |
|
|
2020
Q2 | $122K | Sell |
1,389
-11,581
| -89% | -$1.02M | ﹤0.01% | 291 |
|
|
2020
Q1 | $1.14M | Buy |
12,970
+11,267
| +662% | +$993K | 0.04% | 98 |
|
|
2019
Q4 | $157K | Buy |
1,703
+322
| +23% | +$29.7K | 0.01% | 213 |
|
|
2019
Q3 | $131K | Buy |
1,381
+92
| +7% | +$8.73K | 0.01% | 207 |
|
|
2019
Q2 | $107K | Buy |
1,289
+3
| +0.2% | +$249 | ﹤0.01% | 227 |
|
|
2019
Q1 | $102K | Buy |
1,286
+285
| +28% | +$22.6K | ﹤0.01% | 231 |
|
|
2018
Q4 | $69K | Hold |
1,001
| – | – | ﹤0.01% | 250 |
|
|
2018
Q3 | $67K | Sell |
1,001
-43
| -4% | -$2.88K | ﹤0.01% | 255 |
|
|
2018
Q2 | $67K | Buy |
1,044
+40
| +4% | +$2.57K | ﹤0.01% | 241 |
|
|
2018
Q1 | $63K | Sell |
1,004
-2
| -0.2% | -$125 | ﹤0.01% | 221 |
|
|
2017
Q4 | $67K | Buy |
1,006
+5
| +0.5% | +$333 | 0.01% | 211 |
|
|
2017
Q3 | $63K | Hold |
1,001
| – | – | 0.01% | 211 |
|
|
2017
Q2 | $61K | Sell |
1,001
-250
| -20% | -$15.2K | 0.01% | 226 |
|
|
2017
Q1 | $76K | Sell |
1,251
-42
| -3% | -$2.55K | 0.01% | 189 |
|
|
2016
Q4 | $76K | Hold |
1,293
| – | – | 0.01% | 175 |
|
|
2016
Q3 | $77K | Sell |
1,293
-18
| -1% | -$1.07K | 0.01% | 173 |
|
|
2016
Q2 | $86K | Buy |
1,311
+619
| +89% | +$40.6K | 0.01% | 159 |
|
|
2016
Q1 | $42K | Sell |
692
-700
| -50% | -$42.5K | 0.01% | 228 |
|
|
2015
Q4 | $71K | Buy |
1,392
+42
| +3% | +$2.14K | 0.01% | 178 |
|
|
2015
Q3 | $70K | Hold |
1,350
| – | – | 0.02% | 174 |
|
|
2015
Q2 | $61K | Hold |
1,350
| – | – | 0.02% | 192 |
|
|
2015
Q1 | $67K | Buy |
+1,350
| New | +$67K | 0.02% | 178 |
|