Kestra Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
167,107
+8,006
| +5% | +$641K | 0.07% | 297 |
|
|
2025
Q1 | $11.4M | Sell |
159,101
-17,467
| -10% | -$1.25M | 0.06% | 318 |
|
|
2024
Q4 | $12.4M | Sell |
176,568
-360,363
| -67% | -$25.3M | 0.07% | 298 |
|
|
2024
Q3 | $30.3M | Buy |
536,931
+10,875
| +2% | +$614K | 0.17% | 125 |
|
|
2024
Q2 | $30.6M | Buy |
526,056
+359,410
| +216% | +$20.9M | 0.17% | 126 |
|
|
2024
Q1 | $9.66M | Buy |
166,646
+12,028
| +8% | +$697K | 0.06% | 315 |
|
|
2023
Q4 | $7.61M | Sell |
154,618
-7,779
| -5% | -$383K | 0.06% | 332 |
|
|
2023
Q3 | $6.64M | Buy |
162,397
+6,519
| +4% | +$266K | 0.07% | 310 |
|
|
2023
Q2 | $6.65M | Sell |
155,878
-9,485
| -6% | -$405K | 0.07% | 301 |
|
|
2023
Q1 | $6.18M | Sell |
165,363
-47,977
| -22% | -$1.79M | 0.07% | 297 |
|
|
2022
Q4 | $8.81M | Sell |
213,340
-8,844
| -4% | -$365K | 0.08% | 278 |
|
|
2022
Q3 | $8.94M | Buy |
222,184
+22,369
| +11% | +$900K | 0.1% | 235 |
|
|
2022
Q2 | $7.83M | Buy |
199,815
+12,492
| +7% | +$489K | 0.08% | 261 |
|
|
2022
Q1 | $9.08M | Buy |
187,323
+17,677
| +10% | +$857K | 0.09% | 239 |
|
|
2021
Q4 | $8.14M | Sell |
169,646
-198,293
| -54% | -$9.51M | 0.08% | 265 |
|
|
2021
Q3 | $17.1M | Buy |
367,939
+182,759
| +99% | +$8.48M | 0.17% | 136 |
|
|
2021
Q2 | $8.39M | Sell |
185,180
-3,973
| -2% | -$180K | 0.1% | 232 |
|
|
2021
Q1 | $7.39M | Sell |
189,153
-36,659
| -16% | -$1.43M | 0.09% | 246 |
|
|
2020
Q4 | $6.72M | Buy |
225,812
+114,904
| +104% | +$3.42M | 0.08% | 279 |
|
|
2020
Q3 | $2.61M | Buy |
+110,908
| New | +$2.61M | 0.05% | 361 |
|