LPL Financial’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
65,803
+29,979
| +84% | +$878K | ﹤0.01% | 3135 |
|
|
2025
Q1 | $1.02M | Sell |
35,824
-11,350
| -24% | -$324K | ﹤0.01% | 3505 |
|
|
2024
Q4 | $1.52M | Buy |
47,174
+6,682
| +17% | +$215K | ﹤0.01% | 3113 |
|
|
2024
Q3 | $1.41M | Buy |
40,492
+3,228
| +9% | +$112K | ﹤0.01% | 3028 |
|
|
2024
Q2 | $1.07M | Sell |
37,264
-201
| -0.5% | -$5.75K | ﹤0.01% | 3150 |
|
|
2024
Q1 | $1.09M | Buy |
37,465
+3,066
| +9% | +$89K | ﹤0.01% | 3071 |
|
|
2023
Q4 | $1.13M | Sell |
34,399
-39,758
| -54% | -$1.31M | ﹤0.01% | 2907 |
|
|
2023
Q3 | $1.9M | Sell |
74,157
-2,883
| -4% | -$73.9K | ﹤0.01% | 2320 |
|
|
2023
Q2 | $2.04M | Sell |
77,040
-1,364
| -2% | -$36.2K | ﹤0.01% | 2224 |
|
|
2023
Q1 | $2.36M | Sell |
78,404
-1,633
| -2% | -$49.2K | ﹤0.01% | 2001 |
|
|
2022
Q4 | $2.69M | Buy |
80,037
+425
| +0.5% | +$14.3K | ﹤0.01% | 1852 |
|
|
2022
Q3 | $2.39M | Buy |
79,612
+5,740
| +8% | +$172K | ﹤0.01% | 1839 |
|
|
2022
Q2 | $2.22M | Sell |
73,872
-1,314
| -2% | -$39.5K | ﹤0.01% | 1945 |
|
|
2022
Q1 | $2.47M | Buy |
75,186
+43,447
| +137% | +$1.43M | ﹤0.01% | 1886 |
|
|
2021
Q4 | $1.06M | Sell |
31,739
-886
| -3% | -$29.6K | ﹤0.01% | 2594 |
|
|
2021
Q3 | $1.12M | Buy |
32,625
+631
| +2% | +$21.6K | ﹤0.01% | 2510 |
|
|
2021
Q2 | $1.02M | Buy |
31,994
+587
| +2% | +$18.7K | ﹤0.01% | 2544 |
|
|
2021
Q1 | $967K | Buy |
31,407
+7,328
| +30% | +$226K | ﹤0.01% | 2414 |
|
|
2020
Q4 | $620K | Buy |
24,079
+1,674
| +7% | +$43.1K | ﹤0.01% | 2559 |
|
|
2020
Q3 | $467K | Sell |
22,405
-231
| -1% | -$4.82K | ﹤0.01% | 2515 |
|
|
2020
Q2 | $608K | Buy |
22,636
+3,267
| +17% | +$87.8K | ﹤0.01% | 2201 |
|
|
2020
Q1 | $503K | Sell |
19,369
-954
| -5% | -$24.8K | ﹤0.01% | 2095 |
|
|
2019
Q4 | $745K | Sell |
20,323
-1,642
| -7% | -$60.2K | ﹤0.01% | 2050 |
|
|
2019
Q3 | $812K | Sell |
21,965
-1,579
| -7% | -$58.4K | ﹤0.01% | 1876 |
|
|
2019
Q2 | $822K | Sell |
23,544
-2,359
| -9% | -$82.4K | ﹤0.01% | 1863 |
|
|
2019
Q1 | $748K | Buy |
25,903
+1,460
| +6% | +$42.2K | ﹤0.01% | 1860 |
|
|
2018
Q4 | $653K | Sell |
24,443
-20
| -0.1% | -$534 | ﹤0.01% | 1825 |
|
|
2018
Q3 | $783K | Sell |
24,463
-518
| -2% | -$16.6K | ﹤0.01% | 1857 |
|
|
2018
Q2 | $817K | Sell |
24,981
-714
| -3% | -$23.4K | ﹤0.01% | 1757 |
|
|
2018
Q1 | $889K | Buy |
25,695
+467
| +2% | +$16.2K | ﹤0.01% | 1680 |
|
|
2017
Q4 | $864K | Buy |
25,228
+375
| +2% | +$12.8K | ﹤0.01% | 1621 |
|
|
2017
Q3 | $836K | Buy |
24,853
+1,132
| +5% | +$38.1K | ﹤0.01% | 1552 |
|
|
2017
Q2 | $788K | Sell |
23,721
-13,396
| -36% | -$445K | ﹤0.01% | 1537 |
|
|
2017
Q1 | $1.23M | Buy |
37,117
+143
| +0.4% | +$4.74K | 0.01% | 1118 |
|
|
2016
Q4 | $1.27M | Sell |
36,974
-1,558
| -4% | -$53.6K | 0.01% | 1059 |
|
|
2016
Q3 | $1.02M | Sell |
38,532
-631
| -2% | -$16.7K | 0.01% | 1176 |
|
|
2016
Q2 | $929K | Buy |
+39,163
| New | +$929K | 0.01% | 1226 |
|
|
2016
Q1 | – | Sell |
-120,650
| Closed | -$2.8M | – | 3206 |
|
|
2015
Q4 | $2.8M | Buy |
120,650
+53,720
| +80% | +$1.25M | 0.01% | 980 |
|
|
2015
Q3 | $1.56M | Buy |
66,930
+6,718
| +11% | +$156K | 0.01% | 966 |
|
|
2015
Q2 | $1.41M | Buy |
60,212
+1,752
| +3% | +$40.9K | 0.01% | 1123 |
|
|
2015
Q1 | $1.26M | Buy |
58,460
+4,373
| +8% | +$94.5K | 0.01% | 1191 |
|
|
2014
Q4 | $1.2M | Buy |
54,087
+89
| +0.2% | +$1.97K | 0.01% | 1186 |
|
|
2014
Q3 | $1.07M | Sell |
53,998
-1,363
| -2% | -$27.1K | 0.01% | 1221 |
|
|
2014
Q2 | $1.24M | Buy |
55,361
+4,790
| +9% | +$107K | 0.01% | 1173 |
|
|
2014
Q1 | $1.18M | Sell |
50,571
-3,426
| -6% | -$79.8K | 0.01% | 1157 |
|
|
2013
Q4 | $1.26M | Buy |
53,997
+4,876
| +10% | +$114K | 0.01% | 1099 |
|
|
2013
Q3 | $1.07M | Buy |
49,121
+15,298
| +45% | +$332K | 0.01% | 1153 |
|
|
2013
Q2 | $639K | Buy |
+33,823
| New | +$639K | ﹤0.01% | 1399 |
|