Dean Investment Associates’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50,176
| Closed | -$674K | – | 220 |
|
|
2024
Q4 | $674K | Sell |
50,176
-56,919
| -53% | -$765K | 0.1% | 199 |
|
|
2024
Q3 | $1.57M | Sell |
107,095
-32,599
| -23% | -$479K | 0.21% | 177 |
|
|
2024
Q2 | $1.79M | Sell |
139,694
-15,219
| -10% | -$195K | 0.25% | 161 |
|
|
2024
Q1 | $1.89M | Sell |
154,913
-14,669
| -9% | -$179K | 0.26% | 159 |
|
|
2023
Q4 | $2.41M | Buy |
169,582
+20,639
| +14% | +$293K | 0.34% | 118 |
|
|
2023
Q3 | $1.63M | Sell |
148,943
-16,449
| -10% | -$180K | 0.27% | 159 |
|
|
2023
Q2 | $2.4M | Sell |
165,392
-29,195
| -15% | -$423K | 0.39% | 94 |
|
|
2023
Q1 | $2.94M | Buy |
194,587
+8,073
| +4% | +$122K | 0.47% | 86 |
|
|
2022
Q4 | $3.22M | Buy |
186,514
+25,116
| +16% | +$433K | 0.55% | 72 |
|
|
2022
Q3 | $2.61M | Buy |
161,398
+19,391
| +14% | +$313K | 0.53% | 76 |
|
|
2022
Q2 | $2.42M | Buy |
142,007
+9,055
| +7% | +$154K | 0.47% | 81 |
|
|
2022
Q1 | $2.57M | Sell |
132,952
-1,184
| -0.9% | -$22.9K | 0.46% | 88 |
|
|
2021
Q4 | $2.93M | Buy |
134,136
+812
| +0.6% | +$17.7K | 0.52% | 72 |
|
|
2021
Q3 | $2.73M | Sell |
133,324
-10,350
| -7% | -$212K | 0.52% | 73 |
|
|
2021
Q2 | $2.83M | Buy |
143,674
+28,955
| +25% | +$569K | 0.52% | 67 |
|
|
2021
Q1 | $2.34M | Sell |
114,719
-8,884
| -7% | -$181K | 0.44% | 90 |
|
|
2020
Q4 | $2.33M | Buy |
123,603
+40,687
| +49% | +$766K | 0.48% | 69 |
|
|
2020
Q3 | $1.28M | Sell |
82,916
-14,438
| -15% | -$224K | 0.31% | 127 |
|
|
2020
Q2 | $1.44M | Sell |
97,354
-49,161
| -34% | -$729K | 0.35% | 123 |
|
|
2020
Q1 | $2.13M | Buy |
+146,515
| New | +$2.13M | 0.46% | 96 |
|