Dana Investment Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Sell |
158,395
-2,561
| -2% | -$75K | 0.15% | 165 |
|
|
2025
Q1 | $4.6M | Sell |
160,956
-4,147
| -3% | -$119K | 0.16% | 156 |
|
|
2024
Q4 | $5.32M | Sell |
165,103
-9,515
| -5% | -$307K | 0.18% | 152 |
|
|
2024
Q3 | $6.09M | Sell |
174,618
-20,613
| -11% | -$718K | 0.2% | 141 |
|
|
2024
Q2 | $5.58M | Sell |
195,231
-2,624
| -1% | -$75K | 0.19% | 151 |
|
|
2024
Q1 | $5.74M | Buy |
+197,855
| New | +$5.74M | 0.19% | 145 |
|