IFP Advisors’s WaFd WAFD Stock Holding History

IFP Advisors’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-26	Closed	-$1.66K	–	2875
2025 Q1	$1.66K	Hold	26	–	–	﹤0.01%	3202
2024 Q4	$1.87K	Sell	26 -16	-38%	-$1.15K	﹤0.01%	3126
2024 Q3	$1.46K	Hold	42	–	–	﹤0.01%	3000
2024 Q2	$1.2K	Hold	42	–	–	﹤0.01%	2954
2024 Q1	$1.22K	Hold	42	–	–	﹤0.01%	2815
2023 Q4	$1.38K	Sell	42 -500	-92%	-$16.5K	﹤0.01%	2761
2023 Q3	$13.9K	Hold	542	–	–	﹤0.01%	2118
2023 Q2	$14.4K	Sell	542 -450	-45%	-$11.9K	﹤0.01%	2164
2023 Q1	$32.3K	Buy	992 +358	+56%	+$11.7K	﹤0.01%	1790
2022 Q4	$24K	Buy	634 +506	+395%	+$19.2K	﹤0.01%	2764
2022 Q3	$8K	Buy	128 +17	+15%	+$1.06K	﹤0.01%	3814
2022 Q2	$7K	Hold	111	–	–	﹤0.01%	3635
2022 Q1	$7K	Sell	111 -13	-10%	-$820	﹤0.01%	3635
2021 Q4	$4K	Hold	124	–	–	﹤0.01%	2562
2021 Q3	$4K	Hold	124	–	–	﹤0.01%	2609
2021 Q2	$4K	Hold	124	–	–	﹤0.01%	2559
2021 Q1	$4K	Hold	124	–	–	﹤0.01%	2485
2020 Q4	$3K	Hold	124	–	–	﹤0.01%	2519
2020 Q3	$3K	Hold	124	–	–	﹤0.01%	2378
2020 Q2	$3K	Hold	124	–	–	﹤0.01%	2280
2020 Q1	$3K	Hold	124	–	–	﹤0.01%	2248
2019 Q4	$5K	Hold	124	–	–	﹤0.01%	2196
2019 Q3	$5K	Buy	+124	New	+$5K	﹤0.01%	2351
2019 Q1	–	Sell	-353	Closed	-$9K	–	3420
2018 Q4	$9K	Sell	353 -32	-8%	-$816	﹤0.01%	2535
2018 Q3	$12K	Hold	385	–	–	﹤0.01%	2736
2018 Q2	$13K	Sell	385 -116	-23%	-$3.92K	﹤0.01%	2712
2018 Q1	$17K	Hold	501	–	–	﹤0.01%	2499
2017 Q4	$17K	Buy	501 +34	+7%	+$1.15K	﹤0.01%	2497
2017 Q3	$16K	Sell	467 -424	-48%	-$14.5K	﹤0.01%	2730
2017 Q2	$30K	Sell	891 -2,128	-70%	-$71.7K	﹤0.01%	2305
2017 Q1	$100K	Hold	3,019	–	–	﹤0.01%	1485
2016 Q4	$104K	Buy	3,019 +561	+23%	+$19.3K	0.01%	1422
2016 Q3	$66K	Buy	2,458 +91	+4%	+$2.44K	﹤0.01%	1627
2016 Q2	$57K	Buy	+2,367	New	+$57K	﹤0.01%	1689
2016 Q1	–	Sell	-3,863	Closed	-$92K	–	3455
2015 Q4	$92K	Buy	+3,863	New	+$92K	0.01%	1223