Kennedy Capital 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 | $9.76M | Sell |
333,263
-7,218
| -2% | -$211K | 0.23% | 144 |
|
|
2025
Q1 | $9.73M | Buy |
340,481
+116,261
| +52% | +$3.32M | 0.23% | 151 |
|
|
2024
Q4 | $7.23M | Sell |
224,220
-1,625
| -0.7% | -$52.4K | 0.16% | 223 |
|
|
2024
Q3 | $7.87M | Buy |
225,845
+22,130
| +11% | +$771K | 0.17% | 203 |
|
|
2024
Q2 | $5.82M | Sell |
203,715
-4,162
| -2% | -$119K | 0.12% | 274 |
|
|
2024
Q1 | $6.03M | Sell |
207,877
-17,460
| -8% | -$507K | 0.12% | 275 |
|
|
2023
Q4 | $7.43M | Buy |
225,337
+51,775
| +30% | +$1.71M | 0.16% | 226 |
|
|
2023
Q3 | $4.45M | Sell |
173,562
-1,442
| -0.8% | -$36.9K | 0.11% | 308 |
|
|
2023
Q2 | $4.64M | Buy |
175,004
+33,632
| +24% | +$892K | 0.11% | 308 |
|
|
2023
Q1 | $4.26M | Sell |
141,372
-10,635
| -7% | -$320K | 0.13% | 287 |
|
|
2022
Q4 | $5.1M | Sell |
152,007
-1,043
| -0.7% | -$35K | 0.14% | 259 |
|
|
2022
Q3 | $4.59M | Sell |
153,050
-1,161
| -0.8% | -$34.8K | 0.14% | 273 |
|
|
2022
Q2 | $4.63M | Sell |
154,211
-1,262
| -0.8% | -$37.9K | 0.13% | 282 |
|
|
2022
Q1 | $5.1M | Sell |
155,473
-31,991
| -17% | -$1.05M | 0.12% | 295 |
|
|
2021
Q4 | $6.26M | Sell |
187,464
-4,834
| -3% | -$161K | 0.13% | 290 |
|
|
2021
Q3 | $6.6M | Sell |
192,298
-8,459
| -4% | -$290K | 0.15% | 272 |
|
|
2021
Q2 | $6.38M | Sell |
200,757
-8,525
| -4% | -$271K | 0.14% | 295 |
|
|
2021
Q1 | $6.45M | Buy |
209,282
+30,416
| +17% | +$937K | 0.13% | 299 |
|
|
2020
Q4 | $4.6M | Buy |
178,866
+24,564
| +16% | +$632K | 0.1% | 363 |
|
|
2020
Q3 | $3.22M | Buy |
+154,302
| New | +$3.22M | 0.09% | 401 |
|
|
2018
Q3 | – | Sell |
-207,839
| Closed | -$6.8M | – | 773 |
|
|
2018
Q2 | $6.8M | Buy |
207,839
+3,395
| +2% | +$111K | 0.13% | 301 |
|
|
2018
Q1 | $7.07M | Sell |
204,444
-2,876
| -1% | -$99.5K | 0.14% | 266 |
|
|
2017
Q4 | $7.1M | Sell |
207,320
-770
| -0.4% | -$26.4K | 0.13% | 279 |
|
|
2017
Q3 | $7M | Buy |
208,090
+8,012
| +4% | +$270K | 0.13% | 279 |
|
|
2017
Q2 | $6.64M | Sell |
200,078
-5,591
| -3% | -$186K | 0.13% | 280 |
|
|
2017
Q1 | $6.81M | Sell |
205,669
-8,405
| -4% | -$278K | 0.12% | 301 |
|
|
2016
Q4 | $7.35M | Sell |
214,074
-2,507
| -1% | -$86.1K | 0.13% | 269 |
|
|
2016
Q3 | $5.78M | Sell |
216,581
-217,259
| -50% | -$5.8M | 0.11% | 323 |
|
|
2016
Q2 | $10.5M | Sell |
433,840
-22,045
| -5% | -$535K | 0.21% | 153 |
|
|
2016
Q1 | $10.3M | Buy |
455,885
+17,362
| +4% | +$393K | 0.21% | 143 |
|
|
2015
Q4 | $10.5M | Sell |
438,523
-6,063
| -1% | -$144K | 0.21% | 139 |
|
|
2015
Q3 | $10.1M | Sell |
444,586
-10,751
| -2% | -$245K | 0.21% | 147 |
|
|
2015
Q2 | $10.6M | Sell |
455,337
-23,623
| -5% | -$552K | 0.19% | 166 |
|
|
2015
Q1 | $10.4M | Buy |
478,960
+35,753
| +8% | +$780K | 0.18% | 179 |
|
|
2014
Q4 | $9.82M | Sell |
443,207
-10,001
| -2% | -$222K | 0.18% | 192 |
|
|
2014
Q3 | $9.23M | Buy |
453,208
+258
| +0.1% | +$5.25K | 0.18% | 198 |
|
|
2014
Q2 | $10.2M | Sell |
452,950
-32,487
| -7% | -$729K | 0.19% | 186 |
|
|
2014
Q1 | $11.3M | Buy |
485,437
+192,751
| +66% | +$4.49M | 0.21% | 158 |
|
|
2013
Q4 | $6.82M | Sell |
292,686
-13,528
| -4% | -$315K | 0.13% | 306 |
|
|
2013
Q3 | $6.33M | Sell |
306,214
-7,456
| -2% | -$154K | 0.12% | 312 |
|
|
2013
Q2 | $5.92M | Buy |
+313,670
| New | +$5.92M | 0.12% | 319 |
|