IFG Advisory’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Hold |
20,741
| – | – | 0.03% | 436 |
|
|
2025
Q1 | $593K | Hold |
20,741
| – | – | 0.03% | 404 |
|
|
2024
Q4 | $669K | Hold |
20,741
| – | – | 0.04% | 361 |
|
|
2024
Q3 | $723K | Sell |
20,741
-283
| -1% | -$9.86K | 0.05% | 302 |
|
|
2024
Q2 | $601K | Sell |
21,024
-102
| -0.5% | -$2.92K | 0.04% | 367 |
|
|
2024
Q1 | $613K | Sell |
21,126
-204
| -1% | -$5.92K | 0.05% | 296 |
|
|
2023
Q4 | $703K | Sell |
21,330
-412
| -2% | -$13.6K | 0.05% | 308 |
|
|
2023
Q3 | $557K | Sell |
21,742
-300
| -1% | -$7.69K | 0.05% | 324 |
|
|
2023
Q2 | $585K | Sell |
22,042
-566
| -3% | -$15K | 0.05% | 263 |
|
|
2023
Q1 | $681K | Sell |
22,608
-167
| -0.7% | -$5.03K | 0.06% | 267 |
|
|
2022
Q4 | $764K | Sell |
22,775
-209
| -0.9% | -$7.01K | 0.08% | 242 |
|
|
2022
Q3 | $689K | Hold |
22,984
| – | – | 0.06% | 270 |
|
|
2022
Q2 | $689K | Buy |
22,984
+1,027
| +5% | +$30.8K | 0.07% | 248 |
|
|
2022
Q1 | $720K | Sell |
21,957
-1,728
| -7% | -$56.7K | 0.07% | 247 |
|
|
2021
Q4 | $790K | Buy |
23,685
+498
| +2% | +$16.6K | 0.08% | 229 |
|
|
2021
Q3 | $795K | Sell |
23,187
-104
| -0.4% | -$3.57K | 0.09% | 215 |
|
|
2021
Q2 | $740K | Buy |
23,291
+4,114
| +21% | +$131K | 0.08% | 230 |
|
|
2021
Q1 | $590K | Buy |
+19,177
| New | +$590K | 0.07% | 269 |
|