Lakeside Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $259K | Sell |
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|
2025
Q2 | $257K | Buy |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $282K | Buy |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $274K | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $276K | Buy |
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