Farther Finance Advisors’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
11,251
-108
| -1% | -$1.49K | ﹤0.01% | 1521 |
|
|
2025
Q1 | $152K | Sell |
11,359
-62
| -0.5% | -$832 | ﹤0.01% | 1337 |
|
|
2024
Q4 | $153K | Sell |
11,421
-8
| -0.1% | -$108 | 0.01% | 1111 |
|
|
2024
Q3 | $168K | Buy |
11,429
+4
| +0% | +$59 | 0.01% | 1067 |
|
|
2024
Q2 | $147K | Buy |
11,425
+156
| +1% | +$2.01K | 0.01% | 970 |
|
|
2024
Q1 | $135K | Sell |
11,269
-130
| -1% | -$1.56K | 0.01% | 846 |
|
|
2023
Q4 | $162K | Buy |
11,399
+1,399
| +14% | +$19.9K | 0.01% | 625 |
|
|
2023
Q3 | $110K | Hold |
10,000
| – | – | 0.02% | 526 |
|
|
2023
Q2 | $145K | Hold |
10,000
| – | – | 0.03% | 372 |
|
|
2023
Q1 | $151K | Buy |
+10,000
| New | +$151K | 0.04% | 304 |
|