Jacobs Levy Equity Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
+51,320
| New | +$1.5M | 0.01% | 678 |
|
|
2023
Q4 | – | Sell |
-38,066
| Closed | -$975K | – | 1089 |
|
|
2023
Q3 | $975K | Sell |
38,066
-104
| -0.3% | -$2.66K | 0.01% | 685 |
|
|
2023
Q2 | $1.01M | Sell |
38,170
-36,926
| -49% | -$979K | 0.01% | 696 |
|
|
2023
Q1 | $2.26M | Sell |
75,096
-159,999
| -68% | -$4.82M | 0.01% | 550 |
|
|
2022
Q4 | $7.89M | Sell |
235,095
-9,882
| -4% | -$332K | 0.05% | 318 |
|
|
2022
Q3 | $7.34M | Sell |
244,977
-3,056
| -1% | -$91.6K | 0.06% | 315 |
|
|
2022
Q2 | $7.45M | Buy |
248,033
+3,731
| +2% | +$112K | 0.06% | 336 |
|
|
2022
Q1 | $8.02M | Buy |
244,302
+39,557
| +19% | +$1.3M | 0.05% | 339 |
|
|
2021
Q4 | $6.83M | Buy |
204,745
+75,134
| +58% | +$2.51M | 0.05% | 366 |
|
|
2021
Q3 | $4.45M | Hold |
129,611
| – | – | 0.03% | 457 |
|
|
2021
Q2 | $4.12M | Sell |
129,611
-429
| -0.3% | -$13.6K | 0.03% | 474 |
|
|
2021
Q1 | $4.01M | Sell |
130,040
-485
| -0.4% | -$14.9K | 0.03% | 461 |
|
|
2020
Q4 | $3.36M | Sell |
130,525
-33,670
| -21% | -$867K | 0.03% | 473 |
|
|
2020
Q3 | $3.43M | Sell |
164,195
-16,190
| -9% | -$338K | 0.04% | 420 |
|
|
2020
Q2 | $4.84M | Sell |
180,385
-12,841
| -7% | -$345K | 0.05% | 346 |
|
|
2020
Q1 | $5.02M | Sell |
193,226
-1,586
| -0.8% | -$41.2K | 0.06% | 291 |
|
|
2019
Q4 | $7.14M | Buy |
194,812
+28,669
| +17% | +$1.05M | 0.07% | 311 |
|
|
2019
Q3 | $6.15M | Buy |
166,143
+68,577
| +70% | +$2.54M | 0.08% | 304 |
|
|
2019
Q2 | $3.41M | Buy |
97,566
+31,730
| +48% | +$1.11M | 0.05% | 417 |
|
|
2019
Q1 | $1.9M | Hold |
65,836
| – | – | 0.03% | 515 |
|
|
2018
Q4 | $1.76M | Sell |
65,836
-1,070
| -2% | -$28.6K | 0.03% | 487 |
|
|
2018
Q3 | $2.14M | Buy |
66,906
+18,810
| +39% | +$602K | 0.03% | 509 |
|
|
2018
Q2 | $1.57M | Hold |
48,096
| – | – | 0.02% | 550 |
|
|
2018
Q1 | $1.66M | Buy |
48,096
+14,900
| +45% | +$516K | 0.03% | 520 |
|
|
2017
Q4 | $1.14M | Sell |
33,196
-65,323
| -66% | -$2.24M | 0.02% | 588 |
|
|
2017
Q3 | $3.32M | Sell |
98,519
-6,500
| -6% | -$219K | 0.06% | 321 |
|
|
2017
Q2 | $3.49M | Buy |
105,019
+6,400
| +6% | +$213K | 0.07% | 304 |
|
|
2017
Q1 | $3.26M | Buy |
98,619
+48,006
| +95% | +$1.59M | 0.07% | 321 |
|
|
2016
Q4 | $1.74M | Hold |
50,613
| – | – | 0.03% | 444 |
|
|
2016
Q3 | $1.35M | Sell |
50,613
-100,809
| -67% | -$2.69M | 0.02% | 510 |
|
|
2016
Q2 | $3.67M | Sell |
151,422
-23,300
| -13% | -$565K | 0.08% | 300 |
|
|
2016
Q1 | $3.96M | Buy |
174,722
+5,720
| +3% | +$130K | 0.08% | 262 |
|
|
2015
Q4 | $4.03M | Buy |
+169,002
| New | +$4.03M | 0.08% | 233 |
|
|
2014
Q3 | – | Sell |
-37,991
| Closed | -$852K | – | 915 |
|
|
2014
Q2 | $852K | Buy |
37,991
+11,301
| +42% | +$253K | 0.01% | 546 |
|
|
2014
Q1 | $622K | Buy |
26,690
+1,300
| +5% | +$30.3K | 0.01% | 631 |
|
|
2013
Q4 | $591K | Buy |
+25,390
| New | +$591K | 0.01% | 687 |
|
|
2013
Q3 | – | Sell |
-21,600
| Closed | -$408K | – | 1027 |
|
|
2013
Q2 | $408K | Buy |
+21,600
| New | +$408K | 0.01% | 762 |
|