Capital Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
42,362
-2,593
| -6% | -$208K | 0.06% | 166 |
|
|
2025
Q1 | $3.23M | Sell |
44,955
-2,103
| -4% | -$151K | 0.06% | 163 |
|
|
2024
Q4 | $3.31M | Sell |
47,058
-2,197
| -4% | -$154K | 0.07% | 156 |
|
|
2024
Q3 | $2.78M | Sell |
49,255
-2,697
| -5% | -$152K | 0.06% | 171 |
|
|
2024
Q2 | $3.09M | Sell |
51,952
-4,534
| -8% | -$269K | 0.07% | 160 |
|
|
2024
Q1 | $3.27M | Sell |
56,486
-78
| -0.1% | -$4.52K | 0.08% | 155 |
|
|
2023
Q4 | $2.78M | Sell |
56,564
-397
| -0.7% | -$19.5K | 0.07% | 157 |
|
|
2023
Q3 | $2.33M | Sell |
56,961
-2,137
| -4% | -$87.3K | 0.06% | 172 |
|
|
2023
Q2 | $2.52M | Sell |
59,098
-2,059
| -3% | -$87.9K | 0.08% | 145 |
|
|
2023
Q1 | $2.29M | Sell |
61,157
-2,078
| -3% | -$77.7K | 0.07% | 159 |
|
|
2022
Q4 | $2.61M | Buy |
63,235
+809
| +1% | +$33.4K | 0.08% | 149 |
|
|
2022
Q3 | $2.51M | Buy |
62,426
+237
| +0.4% | +$9.53K | 0.09% | 149 |
|
|
2022
Q2 | $2.44M | Buy |
62,189
+23
| +0% | +$901 | 0.08% | 159 |
|
|
2022
Q1 | $3.01M | Sell |
62,166
-394
| -0.6% | -$19.1K | 0.09% | 150 |
|
|
2021
Q4 | $3M | Buy |
62,560
+709
| +1% | +$34K | 0.09% | 144 |
|
|
2021
Q3 | $2.87M | Buy |
61,851
+582
| +0.9% | +$27K | 0.1% | 148 |
|
|
2021
Q2 | $2.78M | Sell |
61,269
-75
| -0.1% | -$3.4K | 0.1% | 153 |
|
|
2021
Q1 | $2.4M | Buy |
61,344
+3,958
| +7% | +$155K | 0.09% | 159 |
|
|
2020
Q4 | $1.73M | Sell |
57,386
-60,084
| -51% | -$1.81M | 0.07% | 178 |
|
|
2020
Q3 | $2.76M | Sell |
117,470
-6,013
| -5% | -$141K | 0.13% | 119 |
|
|
2020
Q2 | $3.16M | Buy |
123,483
+1,468
| +1% | +$37.6K | 0.16% | 107 |
|
|
2020
Q1 | $3.5M | Buy |
122,015
+2,429
| +2% | +$69.7K | 0.22% | 96 |
|
|
2019
Q4 | $6.43M | Buy |
119,586
+19,106
| +19% | +$1.03M | 0.31% | 82 |
|
|
2019
Q3 | $5.07M | Buy |
100,480
+17,121
| +21% | +$864K | 0.27% | 92 |
|
|
2019
Q2 | $3.95M | Sell |
83,359
-4,885
| -6% | -$231K | 0.22% | 103 |
|
|
2019
Q1 | $4.26M | Sell |
88,244
-9,751
| -10% | -$471K | 0.25% | 96 |
|
|
2018
Q4 | $4.52M | Sell |
97,995
-1,688
| -2% | -$77.8K | 0.3% | 76 |
|
|
2018
Q3 | $5.24M | Sell |
99,683
-3,342
| -3% | -$176K | 0.31% | 67 |
|
|
2018
Q2 | $5.71M | Sell |
103,025
-2,124
| -2% | -$118K | 0.36% | 60 |
|
|
2018
Q1 | $5.51M | Sell |
105,149
-1,575
| -1% | -$82.5K | 0.36% | 60 |
|
|
2017
Q4 | $6.48M | Sell |
106,724
-2,201
| -2% | -$134K | 0.42% | 55 |
|
|
2017
Q3 | $6.01M | Sell |
108,925
-5,231
| -5% | -$288K | 0.41% | 58 |
|
|
2017
Q2 | $6.33M | Buy |
114,156
+3,641
| +3% | +$202K | 0.45% | 53 |
|
|
2017
Q1 | $6.15M | Buy |
110,515
+6,207
| +6% | +$345K | 0.47% | 51 |
|
|
2016
Q4 | $5.75M | Buy |
104,308
+16,888
| +19% | +$931K | 0.48% | 53 |
|
|
2016
Q3 | $3.87M | Buy |
87,420
+18,947
| +28% | +$839K | 0.34% | 65 |
|
|
2016
Q2 | $3.24M | Buy |
68,473
+324
| +0.5% | +$15.3K | 0.3% | 73 |
|
|
2016
Q1 | $3.3M | Buy |
68,149
+1,578
| +2% | +$76.3K | 0.32% | 68 |
|
|
2015
Q4 | $3.62M | Buy |
66,571
+2,525
| +4% | +$137K | 0.37% | 60 |
|
|
2015
Q3 | $3.29M | Buy |
64,046
+10,470
| +20% | +$538K | 0.37% | 60 |
|
|
2015
Q2 | $3.01M | Buy |
53,576
+3,796
| +8% | +$213K | 0.32% | 76 |
|
|
2015
Q1 | $2.71M | Buy |
49,780
+591
| +1% | +$32.2K | 0.29% | 80 |
|
|
2014
Q4 | $2.7M | Buy |
49,189
+3,071
| +7% | +$168K | 0.3% | 76 |
|
|
2014
Q3 | $2.39M | Buy |
46,118
+1,925
| +4% | +$99.8K | 0.27% | 85 |
|
|
2014
Q2 | $2.32M | Buy |
44,193
+1,588
| +4% | +$83.5K | 0.27% | 92 |
|
|
2014
Q1 | $2.12M | Buy |
42,605
+969
| +2% | +$48.2K | 0.27% | 96 |
|
|
2013
Q4 | $1.89M | Buy |
+41,636
| New | +$1.89M | 0.25% | 98 |
|