Ameritas Investment Partners’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
8,179
| – | – | 0.01% | 1189 |
|
|
2025
Q1 | $234K | Buy |
8,179
+1,192
| +17% | +$34.1K | 0.01% | 1174 |
|
|
2024
Q4 | $225K | Buy |
6,987
+450
| +7% | +$14.5K | 0.01% | 1250 |
|
|
2024
Q3 | $228K | Sell |
6,537
-350
| -5% | -$12.2K | 0.01% | 1226 |
|
|
2024
Q2 | $197K | Hold |
6,887
| – | – | 0.01% | 1274 |
|
|
2024
Q1 | $200K | Buy |
6,887
+373
| +6% | +$10.8K | 0.01% | 1287 |
|
|
2023
Q4 | $215K | Hold |
6,514
| – | – | 0.01% | 1219 |
|
|
2023
Q3 | $167K | Buy |
6,514
+1,328
| +26% | +$34K | 0.01% | 1302 |
|
|
2023
Q2 | $138K | Hold |
5,186
| – | – | 0.01% | 1381 |
|
|
2023
Q1 | $156K | Sell |
5,186
-16,800
| -76% | -$506K | 0.01% | 1246 |
|
|
2022
Q4 | $742K | Buy |
21,986
+325
| +2% | +$11K | 0.03% | 683 |
|
|
2022
Q3 | $649K | Sell |
21,661
-618
| -3% | -$18.5K | 0.03% | 674 |
|
|
2022
Q2 | $668K | Sell |
22,279
-332
| -1% | -$9.95K | 0.03% | 680 |
|
|
2022
Q1 | $742K | Hold |
22,611
| – | – | 0.03% | 710 |
|
|
2021
Q4 | $755K | Sell |
22,611
-580
| -3% | -$19.4K | 0.03% | 712 |
|
|
2021
Q3 | $796K | Sell |
23,191
-2,039
| -8% | -$70K | 0.03% | 678 |
|
|
2021
Q2 | $802K | Sell |
25,230
-1,326
| -5% | -$42.2K | 0.03% | 685 |
|
|
2021
Q1 | $818K | Sell |
26,556
-998
| -4% | -$30.7K | 0.03% | 660 |
|
|
2020
Q4 | $709K | Sell |
27,554
-1,020
| -4% | -$26.2K | 0.03% | 671 |
|
|
2020
Q3 | $596K | Hold |
28,574
| – | – | 0.03% | 660 |
|
|
2020
Q2 | $767K | Sell |
28,574
-300
| -1% | -$8.05K | 0.04% | 559 |
|
|
2020
Q1 | $750K | Hold |
28,874
| – | – | 0.04% | 474 |
|
|
2019
Q4 | $1.06M | Sell |
28,874
-149
| -0.5% | -$5.46K | 0.05% | 502 |
|
|
2019
Q3 | $1.07M | Sell |
29,023
-1,231
| -4% | -$45.6K | 0.05% | 468 |
|
|
2019
Q2 | $1.06M | Sell |
30,254
-548
| -2% | -$19.1K | 0.05% | 492 |
|
|
2019
Q1 | $890K | Hold |
30,802
| – | – | 0.04% | 557 |
|
|
2018
Q4 | $823K | Sell |
30,802
-1,030
| -3% | -$27.5K | 0.04% | 524 |
|
|
2018
Q3 | $1.02M | Hold |
31,832
| – | – | 0.05% | 530 |
|
|
2018
Q2 | $1.04M | Sell |
31,832
-1,135
| -3% | -$37.1K | 0.05% | 516 |
|
|
2018
Q1 | $1.14M | Sell |
32,967
-888
| -3% | -$30.7K | 0.05% | 469 |
|
|
2017
Q4 | $1.16M | Sell |
33,855
-315
| -0.9% | -$10.8K | 0.05% | 487 |
|
|
2017
Q3 | $1.07M | Hold |
34,170
| – | – | 0.05% | 494 |
|
|
2017
Q2 | $1.13M | Hold |
34,170
| – | – | 0.05% | 476 |
|
|
2017
Q1 | $1.13M | Sell |
34,170
-536
| -2% | -$17.7K | 0.06% | 457 |
|
|
2016
Q4 | $1.19M | Sell |
34,706
-935
| -3% | -$32.1K | 0.06% | 435 |
|
|
2016
Q3 | $951K | Buy |
35,641
+13,922
| +64% | +$371K | 0.05% | 512 |
|
|
2016
Q2 | $527K | Buy |
21,719
+534
| +3% | +$13K | 0.03% | 579 |
|
|
2016
Q1 | $480K | Sell |
21,185
-568
| -3% | -$12.9K | 0.03% | 597 |
|
|
2015
Q4 | $518K | Hold |
21,753
| – | – | 0.04% | 540 |
|
|
2015
Q3 | $495K | Hold |
21,753
| – | – | 0.04% | 545 |
|
|
2015
Q2 | $508K | Sell |
21,753
-1,761
| -7% | -$41.1K | 0.03% | 581 |
|
|
2015
Q1 | $513K | Sell |
23,514
-30,200
| -56% | -$659K | 0.03% | 593 |
|
|
2014
Q4 | $1.19M | Sell |
53,714
-656
| -1% | -$14.5K | 0.08% | 242 |
|
|
2014
Q3 | $1.11M | Sell |
54,370
-19,800
| -27% | -$403K | 0.08% | 263 |
|
|
2014
Q2 | $1.66M | Buy |
74,170
+8,527
| +13% | +$191K | 0.12% | 192 |
|
|
2014
Q1 | $1.53M | Sell |
65,643
-557
| -0.8% | -$13K | 0.12% | 208 |
|
|
2013
Q4 | $1.54M | Hold |
66,200
| – | – | 0.12% | 217 |
|
|
2013
Q3 | $1.37M | Sell |
66,200
-2,800
| -4% | -$57.9K | 0.13% | 208 |
|
|
2013
Q2 | $1.3M | Buy |
+69,000
| New | +$1.3M | 0.36% | 118 |
|