IFG Advisory’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
218
+3
+1% +$3.52K 0.01% 650
2025
Q1
$258K Buy
215
+4
+2% +$4.8K 0.01% 600
2024
Q4
$252K Buy
+211
New +$252K 0.01% 578
2024
Q3
Sell
-205
Closed -$244K 624
2024
Q2
$244K Buy
+205
New +$244K 0.02% 551