Creative Planning’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 | $13M | Buy |
261,811
+53,743
| +26% | +$2.67M | 0.01% | 448 |
|
|
2025
Q1 | $6.95M | Buy |
208,068
+36,351
| +21% | +$1.21M | 0.01% | 599 |
|
|
2024
Q4 | $5.37M | Buy |
171,717
+15,895
| +10% | +$497K | 0.01% | 637 |
|
|
2024
Q3 | $5.57M | Buy |
155,822
+35,442
| +29% | +$1.27M | 0.01% | 602 |
|
|
2024
Q2 | $3.86M | Buy |
120,380
+15,741
| +15% | +$504K | ﹤0.01% | 712 |
|
|
2024
Q1 | $3.39M | Buy |
104,639
+28,057
| +37% | +$910K | ﹤0.01% | 749 |
|
|
2023
Q4 | $2.31M | Buy |
76,582
+36,432
| +91% | +$1.1M | ﹤0.01% | 860 |
|
|
2023
Q3 | $1.1M | Sell |
40,150
-5,079
| -11% | -$139K | ﹤0.01% | 1120 |
|
|
2023
Q2 | $1.22M | Buy |
45,229
+15,527
| +52% | +$418K | ﹤0.01% | 1029 |
|
|
2023
Q1 | $781K | Buy |
29,702
+6,229
| +27% | +$164K | ﹤0.01% | 1203 |
|
|
2022
Q4 | $646K | Buy |
+23,473
| New | +$646K | ﹤0.01% | 1274 |
|