Equitable Holdings’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
208
+22
| +12% | +$25.8K | ﹤0.01% | 1282 |
|
|
2025
Q1 | $223K | Buy |
+186
| New | +$223K | ﹤0.01% | 1199 |
|
|
2024
Q4 | – | Sell |
-162
| Closed | -$208K | – | 1339 |
|
|
2024
Q3 | $208K | Buy |
+162
| New | +$208K | ﹤0.01% | 1175 |
|
|
2024
Q1 | – | Sell |
-284
| Closed | -$340K | – | 1213 |
|
|
2023
Q4 | $340K | Sell |
284
-16
| -5% | -$19.2K | ﹤0.01% | 898 |
|
|
2023
Q3 | $335K | Buy |
+300
| New | +$335K | ﹤0.01% | 843 |
|