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Kestra Investment Management’s Wells Fargo WFC Stock Holding History

Kestra Investment Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.91M Buy
24,725
+16,545
+202% +$1.28M 0.03% 193
2025
Q1 		$587K Sell
8,180
-93
-1% -$6.68K 0.02% 248
2024
Q4 		$581K Buy
8,273
+703
+9% +$49.4K 0.02% 208
2024
Q3 		$428K Buy
+7,570
New +$428K 0.02% 223