JFS Wealth 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 | $22.1K | Buy |
444
+56
| +14% | +$2.79K | ﹤0.01% | 637 |
|
|
2025
Q1 | $13K | Sell |
388
-27
| -7% | -$901 | ﹤0.01% | 795 |
|
|
2024
Q4 | $13K | Sell |
415
-34
| -8% | -$1.06K | ﹤0.01% | 779 |
|
|
2024
Q3 | $16K | Buy |
449
+111
| +33% | +$3.97K | ﹤0.01% | 690 |
|
|
2024
Q2 | $10.8K | Hold |
338
| – | – | ﹤0.01% | 774 |
|
|
2024
Q1 | $11K | Buy |
338
+16
| +5% | +$519 | ﹤0.01% | 787 |
|
|
2023
Q4 | $9.73K | Buy |
322
+28
| +10% | +$846 | ﹤0.01% | 782 |
|
|
2023
Q3 | $8.06K | Sell |
294
-3
| -1% | -$82 | ﹤0.01% | 800 |
|
|
2023
Q2 | $8.01K | Buy |
297
+3
| +1% | +$81 | ﹤0.01% | 802 |
|
|
2023
Q1 | $7.73K | Sell |
294
-62
| -17% | -$1.63K | ﹤0.01% | 812 |
|
|
2022
Q4 | $9.8K | Sell |
356
-52
| -13% | -$1.43K | ﹤0.01% | 721 |
|
|
2022
Q3 | $9K | Buy |
408
+293
| +255% | +$6.46K | ﹤0.01% | 785 |
|
|
2022
Q2 | $3K | Sell |
115
-226
| -66% | -$5.9K | ﹤0.01% | 1253 |
|
|
2022
Q1 | $13K | Buy |
341
+272
| +394% | +$10.4K | ﹤0.01% | 725 |
|
|
2021
Q4 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 1193 |
|