BancFirst Trust & Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-8,385
| Closed | -$590K | – | 59 |
|
2024
Q4 | $590K | Hold |
8,385
| – | – | 0.26% | 28 |
|
2024
Q3 | $469K | Buy |
8,385
+100
| +1% | +$5.59K | 0.16% | 30 |
|
2024
Q2 | $476K | Buy |
8,285
+309
| +4% | +$17.7K | 0.22% | 31 |
|
2024
Q1 | $462K | Hold |
7,976
| – | – | 0.22% | 27 |
|
2023
Q4 | $395K | Hold |
7,976
| – | – | 0.18% | 27 |
|
2023
Q3 | $326K | Hold |
7,976
| – | – | 0.16% | 30 |
|
2023
Q2 | $339K | Sell |
7,976
-556
| -7% | -$23.6K | 0.2% | 27 |
|
2023
Q1 | $319K | Buy |
+8,532
| New | +$319K | 0.19% | 31 |
|
2022
Q4 | – | Sell |
-8,100
| Closed | -$328K | – | 50 |
|
2022
Q3 | $328K | Buy |
+8,100
| New | +$328K | 0.19% | 29 |
|