Charles Schwab’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
143,992
+506
| +0.4% | +$6.99K | ﹤0.01% | 2672 |
|
|
2025
Q1 | $1.93M | Sell |
143,486
-1,247
| -0.9% | -$16.8K | ﹤0.01% | 2631 |
|
|
2024
Q4 | $1.95M | Sell |
144,733
-2,209
| -2% | -$29.7K | ﹤0.01% | 2686 |
|
|
2024
Q3 | $2.16M | Sell |
146,942
-5,122
| -3% | -$75.3K | ﹤0.01% | 2687 |
|
|
2024
Q2 | $1.94M | Buy |
152,064
+741
| +0.5% | +$9.48K | ﹤0.01% | 2706 |
|
|
2024
Q1 | $1.84M | Buy |
151,323
+3,140
| +2% | +$38.2K | ﹤0.01% | 2619 |
|
|
2023
Q4 | $2.1M | Sell |
148,183
-5,779
| -4% | -$82.1K | ﹤0.01% | 2602 |
|
|
2023
Q3 | $1.69M | Buy |
153,962
+7,647
| +5% | +$83.7K | ﹤0.01% | 2649 |
|
|
2023
Q2 | $2.12M | Sell |
146,315
-4,188
| -3% | -$60.7K | ﹤0.01% | 2530 |
|
|
2023
Q1 | $2.28M | Sell |
150,503
-550
| -0.4% | -$8.32K | ﹤0.01% | 2492 |
|
|
2022
Q4 | $2.6M | Buy |
151,053
+1,326
| +0.9% | +$22.9K | ﹤0.01% | 2483 |
|
|
2022
Q3 | $2.42M | Sell |
149,727
-2,457
| -2% | -$39.7K | ﹤0.01% | 2529 |
|
|
2022
Q2 | $2.6M | Sell |
152,184
-11,159
| -7% | -$190K | ﹤0.01% | 2480 |
|
|
2022
Q1 | $3.16M | Buy |
163,343
+604
| +0.4% | +$11.7K | ﹤0.01% | 2487 |
|
|
2021
Q4 | $3.56M | Buy |
162,739
+2,831
| +2% | +$61.9K | ﹤0.01% | 2520 |
|
|
2021
Q3 | $3.28M | Buy |
159,908
+13,137
| +9% | +$269K | ﹤0.01% | 2569 |
|
|
2021
Q2 | $2.89M | Buy |
146,771
+3,949
| +3% | +$77.7K | ﹤0.01% | 2599 |
|
|
2021
Q1 | $2.92M | Buy |
142,822
+1,111
| +0.8% | +$22.7K | ﹤0.01% | 2542 |
|
|
2020
Q4 | $2.67M | Sell |
141,711
-3,041
| -2% | -$57.3K | ﹤0.01% | 2514 |
|
|
2020
Q3 | $2.24M | Sell |
144,752
-14,312
| -9% | -$222K | ﹤0.01% | 2456 |
|
|
2020
Q2 | $2.36M | Buy |
159,064
+3,802
| +2% | +$56.4K | ﹤0.01% | 2364 |
|
|
2020
Q1 | $2.26M | Buy |
155,262
+3,401
| +2% | +$49.5K | ﹤0.01% | 2230 |
|
|
2019
Q4 | $2.89M | Sell |
151,861
-2,267
| -1% | -$43.1K | ﹤0.01% | 2294 |
|
|
2019
Q3 | $2.65M | Sell |
154,128
-2,195
| -1% | -$37.7K | ﹤0.01% | 2288 |
|
|
2019
Q2 | $2.67M | Buy |
156,323
+1,419
| +0.9% | +$24.2K | ﹤0.01% | 2269 |
|
|
2019
Q1 | $2.55M | Buy |
154,904
+12,056
| +8% | +$198K | ﹤0.01% | 2278 |
|
|
2018
Q4 | $2.4M | Sell |
142,848
-6,688
| -4% | -$112K | ﹤0.01% | 2266 |
|
|
2018
Q3 | $2.57M | Buy |
149,536
+11,621
| +8% | +$199K | ﹤0.01% | 2351 |
|
|
2018
Q2 | $2.35M | Buy |
137,915
+4,626
| +3% | +$78.9K | ﹤0.01% | 2322 |
|
|
2018
Q1 | $2.31M | Buy |
133,289
+10,996
| +9% | +$190K | ﹤0.01% | 2275 |
|
|
2017
Q4 | $2.09M | Buy |
122,293
+8,251
| +7% | +$141K | ﹤0.01% | 2288 |
|
|
2017
Q3 | $2.22M | Sell |
114,042
-11,262
| -9% | -$220K | ﹤0.01% | 2252 |
|
|
2017
Q2 | $2.36M | Buy |
125,304
+627
| +0.5% | +$11.8K | ﹤0.01% | 2163 |
|
|
2017
Q1 | $2.28M | Buy |
124,677
+5,643
| +5% | +$103K | ﹤0.01% | 2162 |
|
|
2016
Q4 | $2.19M | Buy |
119,034
+5,082
| +4% | +$93.5K | ﹤0.01% | 2146 |
|
|
2016
Q3 | $1.94M | Sell |
113,952
-7,643
| -6% | -$130K | ﹤0.01% | 2143 |
|
|
2016
Q2 | $1.87M | Buy |
121,595
+966
| +0.8% | +$14.8K | ﹤0.01% | 2102 |
|
|
2016
Q1 | $1.65M | Buy |
120,629
+1,173
| +1% | +$16.1K | ﹤0.01% | 2141 |
|
|
2015
Q4 | $1.69M | Buy |
119,456
+1,495
| +1% | +$21.1K | ﹤0.01% | 2169 |
|
|
2015
Q3 | $1.59M | Sell |
117,961
-9,881
| -8% | -$133K | ﹤0.01% | 2195 |
|
|
2015
Q2 | $1.69M | Buy |
127,842
+44,382
| +53% | +$586K | ﹤0.01% | 2174 |
|
|
2015
Q1 | $1.07M | Buy |
83,460
+13,059
| +19% | +$168K | ﹤0.01% | 2342 |
|
|
2014
Q4 | $926K | Buy |
70,401
+4,559
| +7% | +$60K | ﹤0.01% | 2382 |
|
|
2014
Q3 | $761K | Buy |
65,842
+9,063
| +16% | +$105K | ﹤0.01% | 2429 |
|
|
2014
Q2 | $648K | Buy |
56,779
+27,772
| +96% | +$317K | ﹤0.01% | 2522 |
|
|
2014
Q1 | $302K | Buy |
29,007
+475
| +2% | +$4.95K | ﹤0.01% | 2798 |
|
|
2013
Q4 | $289K | Buy |
28,532
+553
| +2% | +$5.6K | ﹤0.01% | 2824 |
|
|
2013
Q3 | $271K | Buy |
27,979
+745
| +3% | +$7.22K | ﹤0.01% | 2798 |
|
|
2013
Q2 | $261K | Buy |
+27,234
| New | +$261K | ﹤0.01% | 2786 |
|