Cooper Financial Group’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
10,310
-1,091
| -10% | -$31.9K | 0.04% | 299 |
|
|
2025
Q1 | $326K | Buy |
11,401
+267
| +2% | +$7.63K | 0.04% | 298 |
|
|
2024
Q4 | $359K | Buy |
11,134
+345
| +3% | +$11.1K | 0.04% | 280 |
|
|
2024
Q3 | $376K | Buy |
10,789
+206
| +2% | +$7.18K | 0.05% | 279 |
|
|
2024
Q2 | $302K | Buy |
10,583
+997
| +10% | +$28.5K | 0.04% | 299 |
|
|
2024
Q1 | $278K | Buy |
+9,586
| New | +$278K | 0.05% | 300 |
|