Founders Financial Securities’s Wells Fargo WFC Stock Holding History

Founders Financial Securities’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.65M	Sell	20,632 -8,345	-29%	-$669K	0.13%	166
2025 Q1	$2.01M	Sell	28,977 -842	-3%	-$58.5K	0.17%	123
2024 Q4	$2.09M	Buy	29,819 +17	+0.1%	+$1.19K	0.19%	104
2024 Q3	$1.68M	Sell	29,802 -184	-0.6%	-$10.4K	0.16%	122
2024 Q2	$1.78M	Sell	29,986 -309	-1%	-$18.4K	0.17%	117
2024 Q1	$1.76M	Sell	30,295 -428	-1%	-$24.8K	0.18%	109
2023 Q4	$1.51M	Sell	30,723 -215	-0.7%	-$10.6K	0.17%	115
2023 Q3	$1.26M	Sell	30,938 -633	-2%	-$25.9K	0.16%	114
2023 Q2	$1.35M	Buy	31,571 +240	+0.8%	+$10.2K	0.18%	110
2023 Q1	$1.17M	Buy	31,331 +317	+1%	+$11.8K	0.17%	120
2022 Q4	$1.28M	Sell	31,014 -2,487	-7%	-$103K	0.2%	110
2022 Q3	$1.35M	Buy	33,501 +97	+0.3%	+$3.9K	0.24%	91
2022 Q2	$1.31M	Buy	33,404 +230	+0.7%	+$9.01K	0.26%	81
2022 Q1	$1.61M	Sell	33,174 -568	-2%	-$27.5K	0.28%	75
2021 Q4	$1.62M	Sell	33,742 -214	-0.6%	-$10.3K	0.29%	75
2021 Q3	$1.58M	Sell	33,956 -181	-0.5%	-$8.4K	0.32%	68
2021 Q2	$1.55M	Buy	34,137 +1,080	+3%	+$48.9K	0.31%	71
2021 Q1	$1.29M	Buy	33,057 +9,362	+40%	+$366K	0.3%	67
2020 Q4	$715K	Sell	23,695 -2,890	-11%	-$87.2K	0.17%	104
2020 Q3	$625K	Buy	26,585 +11,646	+78%	+$274K	0.2%	78
2020 Q2	$381K	Sell	14,939 -100	-0.7%	-$2.55K	0.12%	114
2020 Q1	$432K	Buy	15,039 +148	+1%	+$4.25K	0.16%	78
2019 Q4	$801K	Buy	14,891 +1,142	+8%	+$61.4K	0.27%	59
2019 Q3	$693K	Buy	13,749 +2,993	+28%	+$151K	0.22%	75
2019 Q2	$509K	Sell	10,756 -1,521	-12%	-$72K	0.17%	82
2019 Q1	$593K	Sell	12,277 -30	-0.2%	-$1.45K	0.19%	81
2018 Q4	$567K	Buy	12,307 +910	+8%	+$41.9K	0.21%	70
2018 Q3	$599K	Buy	11,397 +70	+0.6%	+$3.68K	0.17%	79
2018 Q2	$628K	Sell	11,327 -123	-1%	-$6.82K	0.19%	75
2018 Q1	$600K	Buy	11,450 +230	+2%	+$12.1K	0.19%	74
2017 Q4	$681K	Buy	+11,220	New	+$681K	0.23%	63