CAPTRUST Financial Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $124K | Buy |
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|
2022
Q1 | $134K | Buy |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $12K | Buy |
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|
2020
Q4 | $4K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $49K | Sell |
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|
2019
Q2 | $47K | Sell |
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|
2019
Q1 | $39K | Buy |
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