Brinker Capital Investments’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
48,606
+1,630
| +3% | +$47.7K | 0.01% | 979 |
|
|
2025
Q1 | $1.34M | Buy |
46,976
+8,701
| +23% | +$249K | 0.01% | 918 |
|
|
2024
Q4 | $1.23M | Sell |
38,275
-1,190
| -3% | -$38.4K | 0.01% | 933 |
|
|
2024
Q3 | $1.38M | Buy |
39,465
+2,025
| +5% | +$70.6K | 0.01% | 879 |
|
|
2024
Q2 | $1.07M | Sell |
37,440
-424
| -1% | -$12.1K | 0.01% | 958 |
|
|
2024
Q1 | $1.1M | Sell |
37,864
-491
| -1% | -$14.3K | 0.01% | 944 |
|
|
2023
Q4 | $1.21M | Sell |
38,355
-3,510
| -8% | -$110K | 0.01% | 867 |
|
|
2023
Q3 | $1.07M | Sell |
41,865
-146
| -0.3% | -$3.74K | 0.01% | 900 |
|
|
2023
Q2 | $1.11M | Sell |
42,011
-6
| -0% | -$159 | 0.01% | 903 |
|
|
2023
Q1 | $1.27M | Sell |
42,017
-493
| -1% | -$14.8K | 0.02% | 780 |
|
|
2022
Q4 | $1.43M | Buy |
42,510
+3,080
| +8% | +$103K | 0.03% | 608 |
|
|
2022
Q3 | $1.18M | Sell |
39,430
-1,170
| -3% | -$35.1K | 0.02% | 642 |
|
|
2022
Q2 | $1.22M | Sell |
40,600
-614
| -1% | -$18.4K | 0.02% | 663 |
|
|
2022
Q1 | $1.35M | Sell |
41,214
-3,227
| -7% | -$106K | 0.02% | 682 |
|
|
2021
Q4 | $1.48M | Sell |
44,441
-3,362
| -7% | -$112K | 0.02% | 677 |
|
|
2021
Q3 | $1.52M | Hold |
47,803
| – | – | 0.02% | 629 |
|
|
2021
Q2 | $1.52M | Buy |
47,803
+2,326
| +5% | +$73.9K | 0.02% | 686 |
|
|
2021
Q1 | $1.4M | Buy |
+45,477
| New | +$1.4M | 0.02% | 603 |
|
|
2020
Q4 | – | Sell |
-42,557
| Closed | -$888K | – | 1209 |
|
|
2020
Q3 | $888K | Buy |
+42,557
| New | +$888K | 0.02% | 720 |
|