Corient Private Wealth’s Woori Financial WF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Buy
34,876
+14,528
+71% +$722K ﹤0.01% 1162
2025
Q1
$679K Sell
20,348
-2,369
-10% -$79.1K ﹤0.01% 1452
2024
Q4
$710K Sell
22,717
-280
-1% -$8.75K ﹤0.01% 1456
2024
Q3
$822K Buy
22,997
+1,032
+5% +$36.9K ﹤0.01% 1475
2024
Q2
$704K Sell
21,965
-192
-0.9% -$6.15K ﹤0.01% 1464
2024
Q1
$719K Sell
22,157
-1,334
-6% -$43.3K ﹤0.01% 1446
2023
Q4
$710K Sell
23,491
-1,629
-6% -$49.2K ﹤0.01% 1429
2023
Q3
$688K Buy
25,120
+1,495
+6% +$40.9K ﹤0.01% 1324
2023
Q2
$636K Buy
23,625
+6,521
+38% +$175K ﹤0.01% 1334
2023
Q1
$450K Buy
17,104
+8,013
+88% +$211K ﹤0.01% 1425
2022
Q4
$250K Buy
+9,091
New +$250K ﹤0.01% 1402