LS Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Hold |
20,213
| – | – | 0.24% | 62 |
|
|
2025
Q1 | $1.45M | Hold |
20,213
| – | – | 0.22% | 67 |
|
|
2024
Q4 | $1.42M | Hold |
20,213
| – | – | 0.21% | 67 |
|
|
2024
Q3 | $1.14M | Hold |
20,213
| – | – | 0.17% | 77 |
|
|
2024
Q2 | $1.2M | Hold |
20,213
| – | – | 0.19% | 76 |
|
|
2024
Q1 | $1.17M | Hold |
20,213
| – | – | 0.19% | 76 |
|
|
2023
Q4 | $995K | Hold |
20,213
| – | – | 0.17% | 78 |
|
|
2023
Q3 | $826K | Hold |
20,213
| – | – | 0.16% | 77 |
|
|
2023
Q2 | $863K | Hold |
20,213
| – | – | 0.15% | 76 |
|
|
2023
Q1 | $756K | Hold |
20,213
| – | – | 0.14% | 83 |
|
|
2022
Q4 | $835K | Hold |
20,213
| – | – | 0.16% | 72 |
|
|
2022
Q3 | $813K | Hold |
20,213
| – | – | 0.17% | 69 |
|
|
2022
Q2 | $792K | Hold |
20,213
| – | – | 0.15% | 72 |
|
|
2022
Q1 | $980K | Hold |
20,213
| – | – | 0.16% | 70 |
|
|
2021
Q4 | $970K | Sell |
20,213
-33,011
| -62% | -$1.58M | 0.15% | 72 |
|
|
2021
Q3 | $2.47M | Sell |
53,224
-1,470
| -3% | -$68.2K | 0.32% | 54 |
|
|
2021
Q2 | $2.48M | Sell |
54,694
-109,982
| -67% | -$4.98M | 0.31% | 57 |
|
|
2021
Q1 | $6.43M | Sell |
164,676
-3,051
| -2% | -$119K | 0.36% | 66 |
|
|
2020
Q4 | $5.06M | Sell |
167,727
-17,038
| -9% | -$514K | 0.27% | 99 |
|
|
2020
Q3 | $4.34M | Buy |
184,765
+7,444
| +4% | +$175K | 0.25% | 105 |
|
|
2020
Q2 | $4.54M | Buy |
177,321
+48,214
| +37% | +$1.23M | 0.28% | 88 |
|
|
2020
Q1 | $3.71M | Sell |
129,107
-49,730
| -28% | -$1.43M | 0.27% | 91 |
|
|
2019
Q4 | $9.62M | Sell |
178,837
-21,349
| -11% | -$1.15M | 0.52% | 39 |
|
|
2019
Q3 | $10.1M | Sell |
200,186
-2,587
| -1% | -$130K | 0.59% | 37 |
|
|
2019
Q2 | $9.6M | Buy |
202,773
+21,350
| +12% | +$1.01M | 0.58% | 38 |
|
|
2019
Q1 | $8.77M | Sell |
181,423
-13,312
| -7% | -$643K | 0.55% | 42 |
|
|
2018
Q4 | $8.97M | Sell |
194,735
-13,815
| -7% | -$637K | 0.62% | 38 |
|
|
2018
Q3 | $11M | Sell |
208,550
-1,389
| -0.7% | -$73K | 0.63% | 37 |
|
|
2018
Q2 | $11.6M | Sell |
209,939
-2,268
| -1% | -$126K | 0.7% | 31 |
|
|
2018
Q1 | $11.1M | Sell |
212,207
-3,739
| -2% | -$196K | 0.66% | 34 |
|
|
2017
Q4 | $13.1M | Sell |
215,946
-4,070
| -2% | -$247K | 0.76% | 28 |
|
|
2017
Q3 | $12.1M | Buy |
220,016
+134
| +0.1% | +$7.39K | 0.72% | 28 |
|
|
2017
Q2 | $12.2M | Buy |
219,882
+3,663
| +2% | +$203K | 0.74% | 28 |
|
|
2017
Q1 | $12M | Sell |
216,219
-224,199
| -51% | -$12.5M | 0.77% | 27 |
|
|
2016
Q4 | $24.3M | Buy |
440,418
+1,147
| +0.3% | +$63.2K | 1.71% | 2 |
|
|
2016
Q3 | $19.5M | Sell |
439,271
-8,838
| -2% | -$391K | 1.43% | 6 |
|
|
2016
Q2 | $21.2M | Buy |
448,109
+5,227
| +1% | +$247K | 1.47% | 5 |
|
|
2016
Q1 | $21.4M | Sell |
442,882
-1,572
| -0.4% | -$76K | 1.6% | 3 |
|
|
2015
Q4 | $24.2M | Buy |
444,454
+22,412
| +5% | +$1.22M | 1.87% | 2 |
|
|
2015
Q3 | $21.7M | Sell |
422,042
-6,978
| -2% | -$358K | 1.74% | 2 |
|
|
2015
Q2 | $24.1M | Sell |
429,020
-1,677
| -0.4% | -$94.3K | 1.79% | 2 |
|
|
2015
Q1 | $23.4M | Buy |
430,697
+14,574
| +4% | +$793K | 1.79% | 2 |
|
|
2014
Q4 | $22.8M | Buy |
416,123
+5,334
| +1% | +$292K | 1.85% | 2 |
|
|
2014
Q3 | $21.3M | Buy |
410,789
+14,702
| +4% | +$763K | 1.83% | 2 |
|
|
2014
Q2 | $20.8M | Sell |
396,087
-21,900
| -5% | -$1.15M | 1.77% | 2 |
|
|
2014
Q1 | $20.8M | Buy |
417,987
+30,540
| +8% | +$1.52M | 1.7% | 3 |
|
|
2013
Q4 | $17.6M | Buy |
387,447
+40,872
| +12% | +$1.86M | 1.59% | 9 |
|
|
2013
Q3 | $14.3M | Buy |
346,575
+6,618
| +2% | +$273K | 1.72% | 11 |
|
|
2013
Q2 | $14M | Buy |
+339,957
| New | +$14M | 1.8% | 13 |
|