Next Financial Group’s Wells Fargo WFC Stock Holding History

Next Financial Group’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$855K	Sell	17,828 -373	-2%	-$17.9K	0.06%	350
2021 Q3	$845K	Sell	18,201 -2,762	-13%	-$128K	0.07%	311
2021 Q2	$949K	Sell	20,963 -688	-3%	-$31.1K	0.08%	272
2021 Q1	$846K	Sell	21,651 -1,399	-6%	-$54.7K	0.08%	275
2020 Q4	$696K	Sell	23,050 -10,722	-32%	-$324K	0.07%	285
2020 Q3	$794K	Sell	33,772 -1,489	-4%	-$35K	0.09%	240
2020 Q2	$903K	Buy	35,261 +16,811	+91%	+$431K	0.11%	205
2020 Q1	$529K	Buy	18,450 +4,966	+37%	+$142K	0.07%	257
2019 Q4	$725K	Buy	13,484 +1,788	+15%	+$96.1K	0.07%	281
2019 Q3	$590K	Buy	11,696 +1,277	+12%	+$64.4K	0.06%	321
2019 Q2	$493K	Buy	10,419 +2,391	+30%	+$113K	0.05%	352
2019 Q1	$388K	Sell	8,028 -4,722	-37%	-$228K	0.1%	169
2018 Q4	$588K	Sell	12,750 -4,212	-25%	-$194K	0.12%	194
2018 Q3	$892K	Sell	16,962 -3,406	-17%	-$179K	0.41%	47
2018 Q2	$1.13M	Sell	20,368 -3,532	-15%	-$196K	0.43%	52
2018 Q1	$1.25M	Buy	23,900 +858	+4%	+$45K	0.26%	105
2017 Q4	$1.4M	Sell	23,042 -19,715	-46%	-$1.2M	0.6%	40
2017 Q3	$2.3M	Buy	42,757 +265	+0.6%	+$14.2K	0.64%	27
2017 Q2	$2.35M	Buy	42,492 +975	+2%	+$54K	0.58%	32
2017 Q1	$2.24M	Buy	41,517 +5,097	+14%	+$274K	0.62%	29
2016 Q4	$2.01M	Sell	36,420 -10,078	-22%	-$555K	0.35%	59
2016 Q3	$2.06M	Buy	46,498 +21,028	+83%	+$931K	0.37%	46
2016 Q2	$1.21M	Buy	25,470 +4,047	+19%	+$191K	0.38%	59
2016 Q1	$1.04M	Buy	21,423 +4,707	+28%	+$228K	0.37%	65
2015 Q4	$908K	Sell	16,716 -3,512	-17%	-$191K	0.34%	71
2015 Q3	$1.04M	Buy	20,228 +2,671	+15%	+$137K	0.37%	64
2015 Q2	$987K	Buy	17,557 +1,898	+12%	+$107K	0.34%	73
2015 Q1	$851K	Buy	15,659 +2,143	+16%	+$116K	0.27%	100
2014 Q4	$741K	Sell	13,516 -9,069	-40%	-$497K	0.25%	102
2014 Q3	$1.17M	Buy	22,585 +22,285	+7,428%	+$1.16M	0.23%	97
2014 Q2	$15K	Buy	+300	New	+$15K	0.01%	685