Orion Portfolio Solutions’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.34M | Buy |
46,976
+8,701
| +23% | +$249K | 0.01% | 918 |
|
|
2024
Q4 | $1.23M | Sell |
38,275
-1,190
| -3% | -$38.4K | 0.01% | 933 |
|
|
2024
Q3 | $1.38M | Buy |
39,465
+2,025
| +5% | +$70.6K | 0.01% | 879 |
|
|
2024
Q2 | $1.07M | Sell |
37,440
-424
| -1% | -$12.1K | 0.01% | 958 |
|
|
2024
Q1 | $1.1M | Sell |
37,864
-491
| -1% | -$14.3K | 0.01% | 944 |
|
|
2023
Q4 | $1.21M | Sell |
38,355
-3,510
| -8% | -$110K | 0.01% | 867 |
|
|
2023
Q3 | $1.07M | Sell |
41,865
-146
| -0.3% | -$3.74K | 0.01% | 900 |
|
|
2023
Q2 | $1.11M | Sell |
42,011
-6
| -0% | -$159 | 0.01% | 903 |
|
|
2023
Q1 | $1.27M | Buy |
+42,017
| New | +$1.27M | 0.02% | 780 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | – | – | 2030 |
|
|
2020
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 2482 |
|