Natixis 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 | $629K | Buy |
21,482
+5,834
| +37% | +$171K | ﹤0.01% | 1424 |
|
2025
Q1 | $447K | Sell |
15,648
-1,509
| -9% | -$43.1K | ﹤0.01% | 1480 |
|
2024
Q4 | $553K | Sell |
17,157
-1,030
| -6% | -$33.2K | ﹤0.01% | 1450 |
|
2024
Q3 | $634K | Buy |
18,187
+1,548
| +9% | +$54K | ﹤0.01% | 1410 |
|
2024
Q2 | $476K | Buy |
16,639
+3,629
| +28% | +$104K | ﹤0.01% | 1447 |
|
2024
Q1 | $378K | Sell |
13,010
-1,722
| -12% | -$50K | ﹤0.01% | 1444 |
|
2023
Q4 | $485K | Buy |
14,732
+2,177
| +17% | +$71.7K | ﹤0.01% | 1397 |
|
2023
Q3 | $322K | Buy |
+12,555
| New | +$322K | ﹤0.01% | 1429 |
|
2023
Q2 | – | Sell |
-14,462
| Closed | -$436K | – | 1524 |
|
2023
Q1 | $436K | Buy |
+14,462
| New | +$436K | ﹤0.01% | 1346 |
|
2014
Q4 | – | Sell |
-12,557
| Closed | -$256K | – | 1056 |
|
2014
Q3 | $256K | Buy |
12,557
+578
| +5% | +$11.8K | 0.01% | 982 |
|
2014
Q2 | $269K | Buy |
11,979
+2,151
| +22% | +$48.3K | ﹤0.01% | 1190 |
|
2014
Q1 | $229K | Buy |
+9,828
| New | +$229K | ﹤0.01% | 1160 |
|