Lakeside Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
8,781
+11
| +0.1% | +$322 | 0.17% | 56 |
|
|
2025
Q1 | $251K | Buy |
8,770
+10
| +0.1% | +$286 | 0.17% | 58 |
|
|
2024
Q4 | $282K | Buy |
8,760
+8
| +0.1% | +$258 | 0.19% | 57 |
|
|
2024
Q3 | $305K | Buy |
8,752
+7
| +0.1% | +$244 | 0.19% | 57 |
|
|
2024
Q2 | $250K | Buy |
8,745
+10
| +0.1% | +$286 | 0.16% | 58 |
|
|
2024
Q1 | $254K | Buy |
8,735
+9
| +0.1% | +$261 | 0.16% | 57 |
|
|
2023
Q4 | $288K | Buy |
8,726
+8
| +0.1% | +$264 | 0.2% | 53 |
|
|
2023
Q3 | $223K | Buy |
8,718
+546
| +7% | +$14K | 0.17% | 54 |
|
|
2023
Q2 | $217K | Buy |
8,172
+9
| +0.1% | +$239 | 0.16% | 57 |
|
|
2023
Q1 | $246K | Buy |
8,163
+7
| +0.1% | +$211 | 0.19% | 52 |
|
|
2022
Q4 | $274K | Sell |
8,156
-243
| -3% | -$8.15K | 0.22% | 50 |
|
|
2022
Q3 | $252K | Buy |
8,399
+7
| +0.1% | +$210 | 0.23% | 48 |
|
|
2022
Q2 | $252K | Buy |
8,392
+107
| +1% | +$3.21K | 0.21% | 52 |
|
|
2022
Q1 | $272K | Buy |
8,285
+5
| +0.1% | +$164 | 0.21% | 51 |
|
|
2021
Q4 | $276K | Buy |
+8,280
| New | +$276K | 0.2% | 45 |
|