CAPTRUST Financial Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
+16,239
| New | +$475K | ﹤0.01% | 1761 |
|
|
2022
Q3 | – | Sell |
-4,118
| Closed | -$124K | – | 4048 |
|
|
2022
Q2 | $124K | Buy |
4,118
+27
| +0.7% | +$813 | ﹤0.01% | 2049 |
|
|
2022
Q1 | $134K | Buy |
4,091
+3,712
| +979% | +$122K | ﹤0.01% | 2046 |
|
|
2021
Q4 | $13K | Hold |
379
| – | – | ﹤0.01% | 3577 |
|
|
2021
Q3 | $13K | Hold |
379
| – | – | ﹤0.01% | 3460 |
|
|
2021
Q2 | $12K | Hold |
379
| – | – | ﹤0.01% | 3456 |
|
|
2021
Q1 | $12K | Buy |
379
+234
| +161% | +$7.41K | ﹤0.01% | 3344 |
|
|
2020
Q4 | $4K | Buy |
+145
| New | +$4K | ﹤0.01% | 2945 |
|
|
2019
Q4 | – | Sell |
-1,313
| Closed | -$49K | – | 1806 |
|
|
2019
Q3 | $49K | Sell |
1,313
-21
| -2% | -$784 | ﹤0.01% | 1005 |
|
|
2019
Q2 | $47K | Sell |
1,334
-32
| -2% | -$1.13K | ﹤0.01% | 986 |
|
|
2019
Q1 | $39K | Buy |
+1,366
| New | +$39K | ﹤0.01% | 977 |
|