ClearBridge Investments’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-591,427
| Closed | -$19.1M | – | 746 |
|
|
2024
Q4 | $19.1M | Sell |
591,427
-1,495
| -0.3% | -$48.2K | 0.02% | 445 |
|
|
2024
Q3 | $20.7M | Sell |
592,922
-658
| -0.1% | -$22.9K | 0.02% | 450 |
|
|
2024
Q2 | $17M | Sell |
593,580
-12,560
| -2% | -$359K | 0.01% | 467 |
|
|
2024
Q1 | $17.6M | Buy |
606,140
+12,910
| +2% | +$375K | 0.01% | 477 |
|
|
2023
Q4 | $19.6M | Buy |
593,230
+4,113
| +0.7% | +$136K | 0.02% | 468 |
|
|
2023
Q3 | $15.1M | Buy |
589,117
+56,453
| +11% | +$1.45M | 0.01% | 466 |
|
|
2023
Q2 | $14.1M | Buy |
532,664
+4,289
| +0.8% | +$114K | 0.01% | 476 |
|
|
2023
Q1 | $15.9M | Sell |
528,375
-72,180
| -12% | -$2.17M | 0.02% | 463 |
|
|
2022
Q4 | $20.1M | Sell |
600,555
-53,801
| -8% | -$1.81M | 0.02% | 434 |
|
|
2022
Q3 | $19.6M | Sell |
654,356
-23,465
| -3% | -$703K | 0.02% | 423 |
|
|
2022
Q2 | $20.3M | Sell |
677,821
-88,118
| -12% | -$2.65M | 0.02% | 435 |
|
|
2022
Q1 | $25.1M | Sell |
765,939
-103,625
| -12% | -$3.4M | 0.02% | 436 |
|
|
2021
Q4 | $29M | Sell |
869,564
-29,413
| -3% | -$982K | 0.02% | 429 |
|
|
2021
Q3 | $30.8M | Sell |
898,977
-71,445
| -7% | -$2.45M | 0.02% | 429 |
|
|
2021
Q2 | $30.8M | Sell |
970,422
-126,305
| -12% | -$4.01M | 0.02% | 442 |
|
|
2021
Q1 | $33.8M | Buy |
1,096,727
+258,764
| +31% | +$7.97M | 0.03% | 418 |
|
|
2020
Q4 | $21.6M | Buy |
837,963
+26,060
| +3% | +$671K | 0.02% | 453 |
|
|
2020
Q3 | $16.9M | Sell |
811,903
-3,958
| -0.5% | -$82.6K | 0.01% | 453 |
|
|
2020
Q2 | $21.9M | Buy |
815,861
+163,344
| +25% | +$4.38M | 0.02% | 396 |
|
|
2020
Q1 | $16.9M | Sell |
652,517
-3,358
| -0.5% | -$87.2K | 0.02% | 392 |
|
|
2019
Q4 | $23.9M | Buy |
655,875
+136,041
| +26% | +$4.96M | 0.02% | 431 |
|
|
2019
Q3 | $19.2M | Sell |
519,834
-47,896
| -8% | -$1.77M | 0.02% | 440 |
|
|
2019
Q2 | $19.8M | Sell |
567,730
-36,014
| -6% | -$1.26M | 0.02% | 434 |
|
|
2019
Q1 | $17.4M | Buy |
603,744
+15,700
| +3% | +$454K | 0.02% | 441 |
|
|
2018
Q4 | $15.7M | Sell |
588,044
-123,298
| -17% | -$3.29M | 0.02% | 448 |
|
|
2018
Q3 | $22.8M | Buy |
711,342
+711,267
| +948,356% | +$22.8M | 0.02% | 425 |
|
|
2018
Q2 | $2K | Sell |
75
-5
| -6% | -$133 | ﹤0.01% | 1106 |
|
|
2018
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1079 |
|
|
2017
Q4 | $3K | Sell |
80
-1,973
| -96% | -$74K | ﹤0.01% | 1092 |
|
|
2017
Q3 | $69K | Buy |
2,053
+224
| +12% | +$7.53K | ﹤0.01% | 803 |
|
|
2017
Q2 | $61K | Buy |
1,829
+274
| +18% | +$9.14K | ﹤0.01% | 824 |
|
|
2017
Q1 | $51K | Buy |
1,555
+729
| +88% | +$23.9K | ﹤0.01% | 873 |
|
|
2016
Q4 | $28K | Buy |
826
+618
| +297% | +$20.9K | ﹤0.01% | 930 |
|
|
2016
Q3 | $6K | Buy |
+208
| New | +$6K | ﹤0.01% | 1030 |
|