D.A. Davidson & Co’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Sell |
30,228
-10,423
| -26% | -$305K | 0.01% | 852 |
|
|
2025
Q1 | $1.16M | Sell |
40,651
-283
| -0.7% | -$8.09K | 0.01% | 722 |
|
|
2024
Q4 | $1.32M | Sell |
40,934
-466
| -1% | -$15K | 0.01% | 679 |
|
|
2024
Q3 | $1.44M | Buy |
41,400
+437
| +1% | +$15.2K | 0.01% | 651 |
|
|
2024
Q2 | $1.17M | Buy |
40,963
+3,949
| +11% | +$113K | 0.01% | 683 |
|
|
2024
Q1 | $1.07M | Sell |
37,014
-4,531
| -11% | -$132K | 0.01% | 710 |
|
|
2023
Q4 | $1.37M | Sell |
41,545
-366
| -0.9% | -$12.1K | 0.01% | 615 |
|
|
2023
Q3 | $1.07M | Sell |
41,911
-60
| -0.1% | -$1.54K | 0.01% | 663 |
|
|
2023
Q2 | $1.11M | Sell |
41,971
-77,245
| -65% | -$2.05M | 0.01% | 657 |
|
|
2023
Q1 | $3.59M | Buy |
119,216
+77,969
| +189% | +$2.35M | 0.04% | 320 |
|
|
2022
Q4 | $1.38M | Buy |
41,247
+1
| +0% | +$34 | 0.02% | 536 |
|
|
2022
Q3 | $1.24M | Sell |
41,246
-775
| -2% | -$23.2K | 0.02% | 535 |
|
|
2022
Q2 | $1.26M | Buy |
42,021
+498
| +1% | +$14.9K | 0.02% | 533 |
|
|
2022
Q1 | $1.36M | Sell |
41,523
-2,532
| -6% | -$83.1K | 0.01% | 557 |
|
|
2021
Q4 | $1.47M | Sell |
44,055
-182
| -0.4% | -$6.08K | 0.02% | 542 |
|
|
2021
Q3 | $1.52M | Buy |
44,237
+1,977
| +5% | +$67.8K | 0.02% | 511 |
|
|
2021
Q2 | $1.34M | Sell |
42,260
-2,971
| -7% | -$94.4K | 0.02% | 546 |
|
|
2021
Q1 | $1.39M | Buy |
45,231
+346
| +0.8% | +$10.7K | 0.02% | 495 |
|
|
2020
Q4 | $1.16M | Sell |
44,885
-1,077
| -2% | -$27.7K | 0.02% | 475 |
|
|
2020
Q3 | $959K | Sell |
45,962
-132
| -0.3% | -$2.75K | 0.02% | 453 |
|
|
2020
Q2 | $1.24M | Sell |
46,094
-1,140
| -2% | -$30.6K | 0.02% | 394 |
|
|
2020
Q1 | $1.23M | Sell |
47,234
-879
| -2% | -$22.8K | 0.02% | 406 |
|
|
2019
Q4 | $1.76M | Sell |
48,113
-107
| -0.2% | -$3.92K | 0.03% | 395 |
|
|
2019
Q3 | $1.78M | Sell |
48,220
-1,876
| -4% | -$69.4K | 0.03% | 370 |
|
|
2019
Q2 | $1.75M | Buy |
50,096
+1,662
| +3% | +$58.1K | 0.03% | 361 |
|
|
2019
Q1 | $1.4M | Sell |
48,434
-777
| -2% | -$22.4K | 0.02% | 432 |
|
|
2018
Q4 | $1.31M | Buy |
49,211
+3,036
| +7% | +$81.1K | 0.03% | 419 |
|
|
2018
Q3 | $1.48M | Buy |
46,175
+2,115
| +5% | +$67.7K | 0.03% | 423 |
|
|
2018
Q2 | $1.44M | Buy |
44,060
+923
| +2% | +$30.2K | 0.03% | 416 |
|
|
2018
Q1 | $1.49M | Sell |
43,137
-1,483
| -3% | -$51.3K | 0.03% | 382 |
|
|
2017
Q4 | $1.53M | Buy |
44,620
+385
| +0.9% | +$13.2K | 0.03% | 381 |
|
|
2017
Q3 | $1.49M | Buy |
44,235
+1
| +0% | +$34 | 0.03% | 420 |
|
|
2017
Q2 | $1.47M | Buy |
44,234
+955
| +2% | +$31.7K | 0.03% | 376 |
|
|
2017
Q1 | $1.43M | Buy |
43,279
+2,405
| +6% | +$79.6K | 0.03% | 370 |
|
|
2016
Q4 | $1.4M | Sell |
40,874
-4,345
| -10% | -$149K | 0.03% | 403 |
|
|
2016
Q3 | $1.21M | Buy |
45,219
+1,439
| +3% | +$38.3K | 0.03% | 417 |
|
|
2016
Q2 | $1.06M | Sell |
43,780
-6,465
| -13% | -$157K | 0.03% | 395 |
|
|
2016
Q1 | $1.14M | Buy |
50,245
+2,517
| +5% | +$57K | 0.04% | 371 |
|
|
2015
Q4 | $1.14M | Buy |
47,728
+30,822
| +182% | +$734K | 0.04% | 369 |
|
|
2015
Q3 | $384K | Buy |
16,906
+2,427
| +17% | +$55.1K | 0.01% | 615 |
|
|
2015
Q2 | $337K | Sell |
14,479
-735
| -5% | -$17.1K | 0.01% | 693 |
|
|
2015
Q1 | $331K | Buy |
15,214
+1,385
| +10% | +$30.1K | 0.01% | 700 |
|
|
2014
Q4 | $305K | Sell |
13,829
-1,251
| -8% | -$27.6K | 0.01% | 721 |
|
|
2014
Q3 | $306K | Buy |
15,080
+885
| +6% | +$18K | 0.01% | 733 |
|
|
2014
Q2 | $318K | Sell |
14,195
-1,150
| -7% | -$25.8K | 0.01% | 729 |
|
|
2014
Q1 | $357K | Sell |
15,345
-14,899
| -49% | -$347K | 0.01% | 699 |
|
|
2013
Q4 | $703K | Buy |
30,244
+13,505
| +81% | +$314K | 0.03% | 501 |
|
|
2013
Q3 | $345K | Sell |
16,739
-410
| -2% | -$8.45K | 0.02% | 577 |
|
|
2013
Q2 | $322K | Buy |
+17,149
| New | +$322K | 0.02% | 560 |
|