JT Stratford LLC’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
1,438
-72
| -5% | -$84.5K | 0.26% | 88 |
|
|
2025
Q1 | $1.81M | Buy |
1,510
+403
| +36% | +$484K | 0.32% | 75 |
|
|
2024
Q4 | $1.32M | Buy |
1,107
+268
| +32% | +$320K | 0.22% | 108 |
|
|
2024
Q3 | $1.08M | Buy |
839
+31
| +4% | +$39.7K | 0.18% | 138 |
|
|
2024
Q2 | $961K | Buy |
808
+62
| +8% | +$73.7K | 0.18% | 136 |
|
|
2024
Q1 | $910K | Buy |
746
+83
| +13% | +$101K | 0.18% | 142 |
|
|
2023
Q4 | $793K | Buy |
+663
| New | +$793K | 0.18% | 138 |
|