Legal & General Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-260,233
| Closed | -$6.52M | – | 3774 |
|
|
2021
Q1 | $6.52M | Buy |
260,233
+1,823
| +0.7% | +$45.7K | ﹤0.01% | 1437 |
|
|
2020
Q4 | $6.58M | Sell |
258,410
-16,282
| -6% | -$415K | ﹤0.01% | 1340 |
|
|
2020
Q3 | $4.08M | Sell |
274,692
-3,374
| -1% | -$50.1K | ﹤0.01% | 1443 |
|
|
2020
Q2 | $4.31M | Buy |
278,066
+4,623
| +2% | +$71.7K | ﹤0.01% | 1381 |
|
|
2020
Q1 | $3.11M | Sell |
273,443
-13,628
| -5% | -$155K | ﹤0.01% | 1388 |
|
|
2019
Q4 | $4.8M | Buy |
287,071
+7,693
| +3% | +$129K | ﹤0.01% | 1387 |
|
|
2019
Q3 | $4.8M | Buy |
279,378
+33,869
| +14% | +$582K | ﹤0.01% | 1315 |
|
|
2019
Q2 | $4.09M | Sell |
245,509
-13,642
| -5% | -$227K | ﹤0.01% | 1371 |
|
|
2019
Q1 | $4.48M | Buy |
259,151
+17,540
| +7% | +$303K | ﹤0.01% | 1252 |
|
|
2018
Q4 | $4.35M | Buy |
241,611
+1,360
| +0.6% | +$24.5K | ﹤0.01% | 1132 |
|
|
2018
Q3 | $5.1M | Buy |
240,251
+12,507
| +5% | +$265K | ﹤0.01% | 1157 |
|
|
2018
Q2 | $4.09M | Sell |
227,744
-2,653
| -1% | -$47.6K | ﹤0.01% | 1249 |
|
|
2018
Q1 | $4.63M | Sell |
230,397
-1,158
| -0.5% | -$23.3K | ﹤0.01% | 1133 |
|
|
2017
Q4 | $5.17M | Buy |
231,555
+1,815
| +0.8% | +$40.5K | ﹤0.01% | 1077 |
|
|
2017
Q3 | $4.61M | Buy |
229,740
+6,956
| +3% | +$140K | ﹤0.01% | 1085 |
|
|
2017
Q2 | $4.21M | Buy |
222,784
+112,791
| +103% | +$2.13M | ﹤0.01% | 1087 |
|
|
2017
Q1 | $1.87M | Buy |
109,993
+12,232
| +13% | +$208K | ﹤0.01% | 1518 |
|
|
2016
Q4 | $1.91M | Buy |
97,761
+42,609
| +77% | +$831K | ﹤0.01% | 1421 |
|
|
2016
Q3 | $997K | Sell |
55,152
-1,222
| -2% | -$22.1K | ﹤0.01% | 1401 |
|
|
2016
Q2 | $964K | Buy |
56,374
+19,907
| +55% | +$340K | ﹤0.01% | 1183 |
|
|
2016
Q1 | $858K | Buy |
36,467
+13,379
| +58% | +$315K | ﹤0.01% | 1176 |
|
|
2015
Q4 | $662K | Buy |
23,088
+894
| +4% | +$25.6K | ﹤0.01% | 1261 |
|
|
2015
Q3 | $772K | Buy |
22,194
+614
| +3% | +$21.4K | ﹤0.01% | 1190 |
|
|
2015
Q2 | $1.02M | Buy |
21,580
+3,238
| +18% | +$153K | ﹤0.01% | 1139 |
|
|
2015
Q1 | $909K | Buy |
18,342
+5,643
| +44% | +$280K | ﹤0.01% | 1143 |
|
|
2014
Q4 | $633K | Sell |
12,699
-737
| -5% | -$36.7K | ﹤0.01% | 1196 |
|
|
2014
Q3 | $695K | Hold |
13,436
| – | – | ﹤0.01% | 1130 |
|
|
2014
Q2 | $841K | Hold |
13,436
| – | – | ﹤0.01% | 1057 |
|
|
2014
Q1 | $989K | Hold |
13,436
| – | – | ﹤0.01% | 979 |
|
|
2013
Q4 | $875K | Hold |
13,436
| – | – | ﹤0.01% | 1006 |
|
|
2013
Q3 | $692K | Buy |
13,436
+8,826
| +191% | +$455K | ﹤0.01% | 1045 |
|
|
2013
Q2 | $201K | Buy |
+4,610
| New | +$201K | ﹤0.01% | 1205 |
|