Oppenheimer & Co’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,298
| Closed | -$268K | – | 1673 |
|
|
2024
Q4 | $268K | Buy |
8,298
+44
| +0.5% | +$1.42K | ﹤0.01% | 1323 |
|
|
2024
Q3 | $288K | Sell |
8,254
-63
| -0.8% | -$2.2K | ﹤0.01% | 1253 |
|
|
2024
Q2 | $238K | Sell |
8,317
-923
| -10% | -$26.4K | ﹤0.01% | 1280 |
|
|
2024
Q1 | $268K | Buy |
+9,240
| New | +$268K | ﹤0.01% | 1226 |
|
|
2018
Q2 | – | Sell |
-5,819
| Closed | -$201K | – | 1397 |
|
|
2018
Q1 | $201K | Buy |
+5,819
| New | +$201K | 0.01% | 1220 |
|
|
2014
Q1 | – | Sell |
-11,349
| Closed | -$264K | – | 1476 |
|
|
2013
Q4 | $264K | Buy |
+11,349
| New | +$264K | 0.01% | 1067 |
|