Guggenheim Capital’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+7,402
| New | +$217K | ﹤0.01% | 1485 |
|
|
2024
Q2 | – | Sell |
-7,122
| Closed | -$207K | – | 1946 |
|
|
2024
Q1 | $207K | Buy |
+7,122
| New | +$207K | ﹤0.01% | 1783 |
|
|
2022
Q2 | – | Sell |
-14,085
| Closed | -$462K | – | 2141 |
|
|
2022
Q1 | $462K | Buy |
14,085
+2,553
| +22% | +$83.7K | ﹤0.01% | 1708 |
|
|
2021
Q4 | $385K | Sell |
11,532
-10,411
| -47% | -$348K | ﹤0.01% | 1781 |
|
|
2021
Q3 | $753K | Sell |
21,943
-18,280
| -45% | -$627K | ﹤0.01% | 1560 |
|
|
2021
Q2 | $1.28M | Sell |
40,223
-8,196
| -17% | -$260K | 0.01% | 1343 |
|
|
2021
Q1 | $1.49M | Buy |
48,419
+20,271
| +72% | +$624K | 0.01% | 1185 |
|
|
2020
Q4 | $725K | Buy |
+28,148
| New | +$725K | ﹤0.01% | 1482 |
|
|
2019
Q3 | – | Sell |
-19,595
| Closed | -$684K | – | 2156 |
|
|
2019
Q2 | $684K | Buy |
19,595
+541
| +3% | +$18.9K | 0.01% | 1516 |
|
|
2019
Q1 | $550K | Buy |
19,054
+785
| +4% | +$22.7K | ﹤0.01% | 1640 |
|
|
2018
Q4 | $488K | Buy |
18,269
+1,515
| +9% | +$40.5K | ﹤0.01% | 1693 |
|
|
2018
Q3 | $536K | Buy |
16,754
+383
| +2% | +$12.3K | ﹤0.01% | 1940 |
|
|
2018
Q2 | $536K | Sell |
16,371
-7,848
| -32% | -$257K | ﹤0.01% | 1912 |
|
|
2018
Q1 | $838K | Sell |
24,219
-1,532
| -6% | -$53K | ﹤0.01% | 2166 |
|
|
2017
Q4 | $882K | Sell |
25,751
-165,888
| -87% | -$5.68M | ﹤0.01% | 2142 |
|
|
2017
Q3 | $6.45M | Buy |
191,639
+19,450
| +11% | +$654K | 0.02% | 909 |
|
|
2017
Q2 | $5.72M | Sell |
172,189
-7,916
| -4% | -$263K | 0.02% | 951 |
|
|
2017
Q1 | $5.96M | Sell |
180,105
-13,661
| -7% | -$452K | 0.02% | 925 |
|
|
2016
Q4 | $6.66M | Buy |
193,766
+166,144
| +601% | +$5.71M | 0.02% | 854 |
|
|
2016
Q3 | $737K | Buy |
27,622
+11,262
| +69% | +$300K | ﹤0.01% | 2239 |
|
|
2016
Q2 | $397K | Sell |
16,360
-357
| -2% | -$8.66K | ﹤0.01% | 2441 |
|
|
2016
Q1 | $378K | Buy |
+16,717
| New | +$378K | ﹤0.01% | 2472 |
|
|
2015
Q4 | – | Sell |
-34,997
| Closed | -$796K | – | 3086 |
|
|
2015
Q3 | $796K | Sell |
34,997
-5,356
| -13% | -$122K | ﹤0.01% | 2224 |
|
|
2015
Q2 | $942K | Sell |
40,353
-10,060
| -20% | -$235K | ﹤0.01% | 2247 |
|
|
2015
Q1 | $1.1M | Sell |
50,413
-5,087
| -9% | -$111K | ﹤0.01% | 2183 |
|
|
2014
Q4 | $1.23M | Sell |
55,500
-390,071
| -88% | -$8.64M | ﹤0.01% | 2082 |
|
|
2014
Q3 | $9.07M | Sell |
445,571
-18,231
| -4% | -$371K | 0.02% | 916 |
|
|
2014
Q2 | $10.4M | Sell |
463,802
-47,464
| -9% | -$1.06M | 0.03% | 843 |
|
|
2014
Q1 | $11.9M | Buy |
511,266
+7,103
| +1% | +$166K | 0.03% | 793 |
|
|
2013
Q4 | $11.7M | Sell |
504,163
-272,622
| -35% | -$6.35M | 0.04% | 774 |
|
|
2013
Q3 | $16.1M | Buy |
776,785
+44,926
| +6% | +$929K | 0.06% | 601 |
|
|
2013
Q2 | $13.8M | Buy |
+731,859
| New | +$13.8M | 0.06% | 574 |
|