IFG Advisory’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Hold |
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|
2025
Q1 | $593K | Hold |
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|
2024
Q4 | $669K | Hold |
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|
2024
Q3 | $723K | Sell |
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|
2024
Q2 | $601K | Sell |
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|
2024
Q1 | $613K | Sell |
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|
2023
Q4 | $703K | Sell |
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|
2023
Q3 | $557K | Sell |
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|
2023
Q2 | $585K | Sell |
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|
2023
Q1 | $681K | Sell |
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|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $689K | Hold |
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|
2022
Q2 | $689K | Buy |
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|
2022
Q1 | $720K | Sell |
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|
2021
Q4 | $790K | Buy |
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|
2021
Q3 | $795K | Sell |
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|
2021
Q2 | $740K | Buy |
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|
2021
Q1 | $590K | Buy |
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