Commonwealth Equity Services’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 | $328K | Sell |
23,720
-424
| -2% | -$5.86K | ﹤0.01% | 3508 |
|
|
2025
Q1 | $325K | Sell |
24,144
-69
| -0.3% | -$929 | ﹤0.01% | 3423 |
|
|
2024
Q4 | $325K | Buy |
24,213
+5,226
| +28% | +$70.1K | ﹤0.01% | 3341 |
|
|
2024
Q3 | $279K | Sell |
18,987
-12,186
| -39% | -$179K | ﹤0.01% | 3416 |
|
|
2024
Q2 | $399K | Sell |
31,173
-1,037
| -3% | -$13.3K | ﹤0.01% | 3037 |
|
|
2024
Q1 | $392K | Sell |
32,210
-3,272
| -9% | -$39.8K | ﹤0.01% | 3032 |
|
|
2023
Q4 | $504K | Sell |
35,482
-7,305
| -17% | -$104K | ﹤0.01% | 2701 |
|
|
2023
Q3 | $469K | Sell |
42,787
-3,628
| -8% | -$39.8K | ﹤0.01% | 2654 |
|
|
2023
Q2 | $673K | Sell |
46,415
-374
| -0.8% | -$5.42K | ﹤0.01% | 2386 |
|
|
2023
Q1 | $707 | Sell |
46,789
-32,490
| -41% | -$491 | ﹤0.01% | 2279 |
|
|
2022
Q4 | $1.37M | Sell |
79,279
-302
| -0.4% | -$5.2K | ﹤0.01% | 1745 |
|
|
2022
Q3 | $1.29M | Sell |
79,581
-57
| -0.1% | -$921 | ﹤0.01% | 1721 |
|
|
2022
Q2 | $1.36M | Sell |
79,638
-7,462
| -9% | -$127K | ﹤0.01% | 1669 |
|
|
2022
Q1 | $1.68M | Sell |
87,100
-6,033
| -6% | -$117K | ﹤0.01% | 1620 |
|
|
2021
Q4 | $2.04M | Buy |
93,133
+248
| +0.3% | +$5.42K | ﹤0.01% | 1480 |
|
|
2021
Q3 | $1.9M | Buy |
92,885
+218
| +0.2% | +$4.47K | ﹤0.01% | 1459 |
|
|
2021
Q2 | $1.82M | Buy |
92,667
+9,716
| +12% | +$191K | ﹤0.01% | 1490 |
|
|
2021
Q1 | $1.69M | Sell |
82,951
-1,237
| -1% | -$25.2K | ﹤0.01% | 1445 |
|
|
2020
Q4 | $1.58M | Buy |
84,188
+32,997
| +64% | +$621K | ﹤0.01% | 1357 |
|
|
2020
Q3 | $792K | Sell |
51,191
-5,380
| -10% | -$83.2K | ﹤0.01% | 1638 |
|
|
2020
Q2 | $838K | Buy |
56,571
+8,435
| +18% | +$125K | ﹤0.01% | 1529 |
|
|
2020
Q1 | $699K | Sell |
48,136
-1,079
| -2% | -$15.7K | ﹤0.01% | 1479 |
|
|
2019
Q4 | $936K | Sell |
49,215
-32,020
| -39% | -$609K | ﹤0.01% | 1470 |
|
|
2019
Q3 | $1.4M | Buy |
81,235
+8,015
| +11% | +$138K | 0.01% | 1166 |
|
|
2019
Q2 | $1.25M | Buy |
73,220
+1,377
| +2% | +$23.5K | 0.01% | 1214 |
|
|
2019
Q1 | $1.18M | Buy |
71,843
+2,934
| +4% | +$48.3K | 0.01% | 1196 |
|
|
2018
Q4 | $1.15M | Buy |
68,909
+9,804
| +17% | +$164K | 0.01% | 1123 |
|
|
2018
Q3 | $1.01M | Buy |
59,105
+7,832
| +15% | +$134K | ﹤0.01% | 1292 |
|
|
2018
Q2 | $874K | Buy |
51,273
+468
| +0.9% | +$7.98K | ﹤0.01% | 1362 |
|
|
2018
Q1 | $878K | Buy |
50,805
+612
| +1% | +$10.6K | ﹤0.01% | 1329 |
|
|
2017
Q4 | $856K | Buy |
50,193
+1,172
| +2% | +$20K | ﹤0.01% | 1325 |
|
|
2017
Q3 | $956K | Buy |
49,021
+178
| +0.4% | +$3.47K | 0.01% | 1205 |
|
|
2017
Q2 | $921K | Buy |
+48,843
| New | +$921K | 0.01% | 1187 |
|