Larson Financial Group’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1K | Buy |
686
+177
| +35% | +$5.18K | ﹤0.01% | 1482 |
|
|
2025
Q1 | $14.5K | Hold |
509
| – | – | ﹤0.01% | 1475 |
|
|
2024
Q4 | $16.4K | Hold |
509
| – | – | ﹤0.01% | 1284 |
|
|
2024
Q3 | $17.7K | Hold |
509
| – | – | ﹤0.01% | 1251 |
|
|
2024
Q2 | $14.5K | Buy |
509
+9
| +2% | +$257 | ﹤0.01% | 1150 |
|
|
2024
Q1 | $14.5K | Hold |
500
| – | – | ﹤0.01% | 958 |
|
|
2023
Q4 | $16.5K | Hold |
500
| – | – | ﹤0.01% | 900 |
|
|
2023
Q3 | $12.8K | Buy |
+500
| New | +$12.8K | ﹤0.01% | 931 |
|