Keeley-Teton Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $676K | Buy |
23,662
+6,313
| +36% | +$180K | 0.08% | 259 |
|
|
2024
Q4 | $559K | Sell |
17,349
-2,751
| -14% | -$88.7K | 0.06% | 281 |
|
|
2024
Q3 | $700K | Hold |
20,100
| – | – | 0.08% | 272 |
|
|
2024
Q2 | $574K | Hold |
20,100
| – | – | 0.07% | 267 |
|
|
2024
Q1 | $584K | Hold |
20,100
| – | – | 0.07% | 263 |
|
|
2023
Q4 | $662K | Hold |
20,100
| – | – | 0.09% | 247 |
|
|
2023
Q3 | $515K | Hold |
20,100
| – | – | 0.07% | 256 |
|
|
2023
Q2 | $533K | Hold |
20,100
| – | – | 0.07% | 275 |
|
|
2023
Q1 | $605K | Buy |
20,100
+1,800
| +10% | +$54.2K | 0.07% | 270 |
|
|
2022
Q4 | $614K | Buy |
18,300
+4,300
| +31% | +$144K | 0.08% | 265 |
|
|
2022
Q3 | $420K | Hold |
14,000
| – | – | 0.06% | 294 |
|
|
2022
Q2 | $420K | Hold |
14,000
| – | – | 0.05% | 308 |
|
|
2022
Q1 | $459K | Buy |
+14,000
| New | +$459K | 0.05% | 317 |
|