JFA
JNBA Financial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
9,013
-117
| -1% | -$9.37K | 0.07% | 110 |
|
|
2025
Q1 | $655K | Sell |
9,130
-1,886
| -17% | -$135K | 0.07% | 115 |
|
|
2024
Q4 | $774K | Sell |
11,016
-1,477
| -12% | -$104K | 0.08% | 101 |
|
|
2024
Q3 | $706K | Hold |
12,493
| – | – | 0.07% | 110 |
|
|
2024
Q2 | $742K | Sell |
12,493
-1,717
| -12% | -$102K | 0.08% | 107 |
|
|
2024
Q1 | $824K | Sell |
14,210
-1,246
| -8% | -$72.2K | 0.09% | 107 |
|
|
2023
Q4 | $761K | Buy |
15,456
+900
| +6% | +$44.3K | 0.09% | 113 |
|
|
2023
Q3 | $595K | Sell |
14,556
-100
| -0.7% | -$4.09K | 0.07% | 119 |
|
|
2023
Q2 | $626K | Hold |
14,656
| – | – | 0.08% | 118 |
|
|
2023
Q1 | $548K | Sell |
14,656
-404
| -3% | -$15.1K | 0.07% | 124 |
|
|
2022
Q4 | $622K | Sell |
15,060
-197
| -1% | -$8.13K | 0.09% | 121 |
|
|
2022
Q3 | $614K | Sell |
15,257
-542
| -3% | -$21.8K | 0.09% | 117 |
|
|
2022
Q2 | $619K | Sell |
15,799
-155
| -1% | -$6.07K | 0.09% | 113 |
|
|
2022
Q1 | $773K | Sell |
15,954
-139
| -0.9% | -$6.74K | 0.1% | 106 |
|
|
2021
Q4 | $772K | Sell |
16,093
-309
| -2% | -$14.8K | 0.09% | 104 |
|
|
2021
Q3 | $761K | Hold |
16,402
| – | – | 0.1% | 103 |
|
|
2021
Q2 | $743K | Sell |
16,402
-1,000
| -6% | -$45.3K | 0.1% | 101 |
|
|
2021
Q1 | $680K | Buy |
17,402
+214
| +1% | +$8.36K | 0.1% | 103 |
|
|
2020
Q4 | $519K | Buy |
17,188
+2,433
| +16% | +$73.5K | 0.09% | 107 |
|
|
2020
Q3 | $347K | Buy |
14,755
+300
| +2% | +$7.06K | 0.07% | 115 |
|
|
2020
Q2 | $370K | Sell |
14,455
-106
| -0.7% | -$2.71K | 0.08% | 111 |
|
|
2020
Q1 | $418K | Buy |
14,561
+400
| +3% | +$11.5K | 0.1% | 97 |
|
|
2019
Q4 | $762K | Sell |
14,161
-130
| -0.9% | -$7K | 0.15% | 83 |
|
|
2019
Q3 | $721K | Sell |
14,291
-639
| -4% | -$32.2K | 0.15% | 84 |
|
|
2019
Q2 | $706K | Hold |
14,930
| – | – | 0.14% | 83 |
|
|
2019
Q1 | $721K | Sell |
14,930
-1,462
| -9% | -$70.6K | 0.16% | 78 |
|
|
2018
Q4 | $755K | Buy |
16,392
+14,550
| +790% | +$670K | 0.17% | 71 |
|
|
2018
Q3 | $97K | Sell |
1,842
-12,410
| -87% | -$654K | 0.04% | 182 |
|
|
2018
Q2 | $790K | Hold |
14,252
| – | – | 0.17% | 70 |
|
|
2018
Q1 | $747K | Sell |
14,252
-591
| -4% | -$31K | 0.16% | 67 |
|
|
2017
Q4 | $900K | Hold |
14,843
| – | – | 0.19% | 60 |
|
|
2017
Q3 | $819K | Sell |
14,843
-526
| -3% | -$29K | 0.18% | 57 |
|
|
2017
Q2 | $852K | Hold |
15,369
| – | – | 0.19% | 51 |
|
|
2017
Q1 | $855K | Buy |
15,369
+2,584
| +20% | +$144K | 0.2% | 50 |
|
|
2016
Q4 | $705K | Sell |
12,785
-1,867
| -13% | -$103K | 0.17% | 58 |
|
|
2016
Q3 | $649K | Buy |
14,652
+3,611
| +33% | +$160K | 0.09% | 75 |
|
|
2016
Q2 | $523K | Sell |
11,041
-5,000
| -31% | -$237K | 0.15% | 64 |
|
|
2016
Q1 | $776K | Hold |
16,041
| – | – | 0.28% | 42 |
|
|
2015
Q4 | $872K | Sell |
16,041
-4,500
| -22% | -$245K | 0.33% | 37 |
|
|
2015
Q3 | $1.06M | Buy |
20,541
+75
| +0.4% | +$3.85K | 0.45% | 31 |
|
|
2015
Q2 | $1.15M | Hold |
20,466
| – | – | 0.44% | 28 |
|
|
2015
Q1 | $1.11M | Sell |
20,466
-500
| -2% | -$27.2K | 0.43% | 29 |
|
|
2014
Q4 | $1.15M | Hold |
20,966
| – | – | 0.46% | 29 |
|
|
2014
Q3 | $1.09M | Buy |
20,966
+175
| +0.8% | +$9.07K | 0.49% | 30 |
|
|
2014
Q2 | $1.09M | Sell |
20,791
-156
| -0.7% | -$8.2K | 0.53% | 29 |
|
|
2014
Q1 | $1.04M | Sell |
20,947
-1,469
| -7% | -$73.1K | 0.55% | 28 |
|
|
2013
Q4 | $1.02M | Hold |
22,416
| – | – | 0.56% | 27 |
|
|
2013
Q3 | $926K | Sell |
22,416
-577
| -3% | -$23.8K | 0.58% | 30 |
|
|
2013
Q2 | $949K | Buy |
+22,993
| New | +$949K | 0.65% | 30 |
|