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Caprock Group’s WaFd WAFD Stock Holding History

Caprock Group’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$301K Buy
10,547
+3,098
+42% +$88.5K 0.01% 864
2024
Q4 		$240K Buy
+7,449
New +$240K 0.01% 872
2022
Q2 		– Sell
-6,500
Closed -$213K – 637
2022
Q1 		$213K Buy
+6,500
New +$213K 0.02% 547