Allworth Financial’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11K | Buy |
+80
| New | +$1.11K | ﹤0.01% | 3924 |
|
|
2024
Q4 | – | Sell |
-131
| Closed | -$1.93K | – | 4046 |
|
|
2024
Q3 | $1.93K | Hold |
131
| – | – | ﹤0.01% | 2981 |
|
|
2024
Q2 | $1.88K | Buy |
+131
| New | +$1.88K | ﹤0.01% | 2952 |
|
|
2023
Q2 | – | Sell |
-837
| Closed | -$12.7K | – | 3398 |
|
|
2023
Q1 | $12.7K | Buy |
837
+726
| +654% | +$11K | ﹤0.01% | 1709 |
|
|
2022
Q4 | $1.91K | Hold |
111
| – | – | ﹤0.01% | 2258 |
|
|
2022
Q3 | $2K | Buy |
+111
| New | +$2K | ﹤0.01% | 2245 |
|