Commonwealth Equity Services’s WaFd WAFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$591K Sell
20,173
-1,021
-5% -$29.9K ﹤0.01% 3020
2025
Q1
$606K Sell
21,194
-2,646
-11% -$75.7K ﹤0.01% 2881
2024
Q4
$769K Sell
23,840
-990
-4% -$31.9K ﹤0.01% 2610
2024
Q3
$865K Buy
24,830
+106
+0.4% +$3.69K ﹤0.01% 2462
2024
Q2
$707K Buy
24,724
+128
+0.5% +$3.66K ﹤0.01% 2548
2024
Q1
$714K Buy
24,596
+382
+2% +$11.1K ﹤0.01% 2508
2023
Q4
$798K Sell
24,214
-885
-4% -$29.2K ﹤0.01% 2333
2023
Q3
$643K Buy
25,099
+5,580
+29% +$143K ﹤0.01% 2383
2023
Q2
$518K Buy
19,519
+2,999
+18% +$79.6K ﹤0.01% 2592
2023
Q1
$497 Sell
16,520
-1,906
-10% -$57 ﹤0.01% 2561
2022
Q4
$618K Buy
18,426
+1,405
+8% +$47.1K ﹤0.01% 2305
2022
Q3
$510K Sell
17,021
-4,511
-21% -$135K ﹤0.01% 2389
2022
Q2
$646K Sell
21,532
-196
-0.9% -$5.88K ﹤0.01% 2232
2022
Q1
$713K Sell
21,728
-2,782
-11% -$91.3K ﹤0.01% 2251
2021
Q4
$818K Buy
24,510
+73
+0.3% +$2.44K ﹤0.01% 2135
2021
Q3
$838K Buy
24,437
+9,996
+69% +$343K ﹤0.01% 2068
2021
Q2
$458K Buy
14,441
+662
+5% +$21K ﹤0.01% 2536
2021
Q1
$424K Sell
13,779
-407
-3% -$12.5K ﹤0.01% 2466
2020
Q4
$365K Sell
14,186
-156
-1% -$4.01K ﹤0.01% 2401
2020
Q3
$299K Sell
14,342
-557
-4% -$11.6K ﹤0.01% 2355
2020
Q2
$399K Buy
14,899
+6,423
+76% +$172K ﹤0.01% 2063
2020
Q1
$220K Sell
8,476
-1
-0% -$26 ﹤0.01% 2307
2019
Q4
$310K Sell
8,477
-68
-0.8% -$2.49K ﹤0.01% 2291
2019
Q3
$316K Buy
8,545
+804
+10% +$29.7K ﹤0.01% 2194
2019
Q2
$270K Buy
7,741
+10
+0.1% +$349 ﹤0.01% 2279
2019
Q1
$223K Buy
+7,731
New +$223K ﹤0.01% 2385
2018
Q4
Sell
-7,189
Closed -$230K 2814
2018
Q3
$230K Buy
7,189
+87
+1% +$2.78K ﹤0.01% 2394
2018
Q2
$232K Buy
7,102
+5
+0.1% +$163 ﹤0.01% 2341
2018
Q1
$245K Buy
7,097
+4
+0.1% +$138 ﹤0.01% 2232
2017
Q4
$243K Sell
7,093
-4,487
-39% -$154K ﹤0.01% 2219
2017
Q3
$390K Buy
11,580
+4
+0% +$135 ﹤0.01% 1796
2017
Q2
$384K Sell
11,576
-27
-0.2% -$896 ﹤0.01% 1743
2017
Q1
$384K Buy
11,603
+2,152
+23% +$71.2K ﹤0.01% 1690
2016
Q4
$325K Buy
+9,451
New +$325K ﹤0.01% 1723