DIA
Dean Investment Associates’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-37,767
| Closed | -$1.22M | – | 218 |
|
|
2024
Q4 | $1.22M | Sell |
37,767
-32,293
| -46% | -$1.04M | 0.17% | 182 |
|
|
2024
Q3 | $2.44M | Buy |
70,060
+19,716
| +39% | +$687K | 0.33% | 151 |
|
|
2024
Q2 | $1.44M | Sell |
50,344
-32,079
| -39% | -$917K | 0.2% | 176 |
|
|
2024
Q1 | $2.39M | Sell |
82,423
-13,876
| -14% | -$403K | 0.33% | 131 |
|
|
2023
Q4 | $3.17M | Buy |
96,299
+11,539
| +14% | +$380K | 0.45% | 100 |
|
|
2023
Q3 | $2.17M | Buy |
84,760
+1,941
| +2% | +$49.7K | 0.36% | 108 |
|
|
2023
Q2 | $2.2M | Sell |
82,819
-5,911
| -7% | -$157K | 0.36% | 105 |
|
|
2023
Q1 | $2.67M | Sell |
88,730
-63,181
| -42% | -$1.9M | 0.43% | 92 |
|
|
2022
Q4 | $5.1M | Buy |
151,911
+12,965
| +9% | +$435K | 0.87% | 30 |
|
|
2022
Q3 | $4.17M | Buy |
138,946
+17,450
| +14% | +$523K | 0.85% | 30 |
|
|
2022
Q2 | $3.65M | Buy |
121,496
+14,145
| +13% | +$425K | 0.71% | 42 |
|
|
2022
Q1 | $3.52M | Buy |
107,351
+13,157
| +14% | +$432K | 0.63% | 55 |
|
|
2021
Q4 | $3.14M | Buy |
94,194
+10,054
| +12% | +$336K | 0.55% | 65 |
|
|
2021
Q3 | $2.89M | Buy |
84,140
+1,943
| +2% | +$66.7K | 0.54% | 66 |
|
|
2021
Q2 | $2.61M | Sell |
82,197
-18,063
| -18% | -$574K | 0.48% | 76 |
|
|
2021
Q1 | $3.09M | Buy |
100,260
+23,508
| +31% | +$724K | 0.58% | 55 |
|
|
2020
Q4 | $1.98M | Buy |
+76,752
| New | +$1.98M | 0.41% | 102 |
|
|
2020
Q1 | – | Sell |
-61,555
| Closed | -$2.26M | – | 267 |
|
|
2019
Q4 | $2.26M | Sell |
61,555
-33,540
| -35% | -$1.23M | 0.35% | 128 |
|
|
2019
Q3 | $3.52M | Sell |
95,095
-8,895
| -9% | -$329K | 0.52% | 86 |
|
|
2019
Q2 | $3.63M | Sell |
103,990
-29,340
| -22% | -$1.02M | 0.52% | 91 |
|
|
2019
Q1 | $3.85M | Sell |
133,330
-119,870
| -47% | -$3.46M | 0.56% | 83 |
|
|
2018
Q4 | $6.76M | Buy |
253,200
+2,995
| +1% | +$80K | 1.07% | 13 |
|
|
2018
Q3 | $8.01M | Buy |
250,205
+9,715
| +4% | +$311K | 1.12% | 7 |
|
|
2018
Q2 | $7.86M | Buy |
240,490
+16,630
| +7% | +$544K | 1.16% | 7 |
|
|
2018
Q1 | $7.75M | Buy |
+223,860
| New | +$7.75M | 1.14% | 8 |
|