IFP Advisors’s Woori Financial WF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92K | Buy |
99
+27
| +38% | +$1.34K | ﹤0.01% | 3400 |
|
|
2025
Q1 | $2.4K | Hold |
72
| – | – | ﹤0.01% | 3087 |
|
|
2024
Q4 | $2.25K | Hold |
72
| – | – | ﹤0.01% | 3064 |
|
|
2024
Q3 | $2.57K | Hold |
72
| – | – | ﹤0.01% | 2855 |
|
|
2024
Q2 | $2.31K | Buy |
72
+1
| +1% | +$32 | ﹤0.01% | 2779 |
|
|
2024
Q1 | $2.3K | Buy |
+71
| New | +$2.3K | ﹤0.01% | 2657 |
|
|
2023
Q4 | – | Sell |
-12
| Closed | -$329 | – | 3364 |
|
|
2023
Q3 | $329 | Hold |
12
| – | – | ﹤0.01% | 3147 |
|
|
2023
Q2 | $323 | Buy |
+12
| New | +$323 | ﹤0.01% | 3261 |
|
|
2022
Q4 | – | Sell |
-153
| Closed | -$19K | – | 4866 |
|
|
2022
Q3 | $19K | Hold |
153
| – | – | ﹤0.01% | 3149 |
|
|
2022
Q2 | $19K | Hold |
153
| – | – | ﹤0.01% | 2906 |
|
|
2022
Q1 | $19K | Buy |
+153
| New | +$19K | ﹤0.01% | 2906 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4641 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4435 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4301 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4112 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3957 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3779 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3684 |
|
|
2018
Q4 | – | Sell |
-240
| Closed | -$11K | – | 3839 |
|
|
2018
Q3 | $11K | Hold |
240
| – | – | ﹤0.01% | 2786 |
|
|
2018
Q2 | $11K | Hold |
240
| – | – | ﹤0.01% | 2811 |
|
|
2018
Q1 | $11K | Hold |
240
| – | – | ﹤0.01% | 2748 |
|
|
2017
Q4 | $11K | Hold |
240
| – | – | ﹤0.01% | 2744 |
|
|
2017
Q3 | $11K | Sell |
240
-25
| -9% | -$1.15K | ﹤0.01% | 2935 |
|
|
2017
Q2 | $13K | Sell |
265
-38
| -13% | -$1.86K | ﹤0.01% | 2837 |
|
|
2017
Q1 | $11K | Hold |
303
| – | – | ﹤0.01% | 2839 |
|
|
2016
Q4 | $10K | Sell |
303
-32
| -10% | -$1.06K | ﹤0.01% | 2899 |
|
|
2016
Q3 | $11K | Buy |
+335
| New | +$11K | ﹤0.01% | 2766 |
|