Osaic Holdings’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Sell |
25,700
-615
| -2% | -$18.1K | ﹤0.01% | 2441 |
|
|
2025
Q1 | $752K | Sell |
26,315
-4,571
| -15% | -$131K | ﹤0.01% | 2491 |
|
|
2024
Q4 | $996K | Buy |
30,886
+3,510
| +13% | +$113K | ﹤0.01% | 2201 |
|
|
2024
Q3 | $954K | Buy |
27,376
+2,135
| +8% | +$74.4K | ﹤0.01% | 2284 |
|
|
2024
Q2 | $721K | Buy |
25,241
+4,985
| +25% | +$142K | ﹤0.01% | 2462 |
|
|
2024
Q1 | $588K | Buy |
20,256
+19,949
| +6,498% | +$579K | ﹤0.01% | 2805 |
|
|
2023
Q4 | $10.1K | Sell |
307
-1,928
| -86% | -$63.6K | ﹤0.01% | 5785 |
|
|
2023
Q3 | $57.3K | Sell |
2,235
-2,283
| -51% | -$58.5K | ﹤0.01% | 4894 |
|
|
2023
Q2 | $120K | Sell |
4,518
-3,162
| -41% | -$83.9K | ﹤0.01% | 4292 |
|
|
2023
Q1 | $231K | Buy |
7,680
+762
| +11% | +$23K | ﹤0.01% | 3751 |
|
|
2022
Q4 | $232K | Sell |
6,918
-394
| -5% | -$13.2K | ﹤0.01% | 3713 |
|
|
2022
Q3 | $220K | Sell |
7,312
-707
| -9% | -$21.3K | ﹤0.01% | 3648 |
|
|
2022
Q2 | $242K | Buy |
8,019
+243
| +3% | +$7.33K | ﹤0.01% | 3611 |
|
|
2022
Q1 | $291K | Buy |
7,776
+52
| +0.7% | +$1.95K | ﹤0.01% | 3711 |
|
|
2021
Q4 | $259K | Sell |
7,724
-615
| -7% | -$20.6K | ﹤0.01% | 3715 |
|
|
2021
Q3 | $287K | Sell |
8,339
-1,717
| -17% | -$59.1K | ﹤0.01% | 3581 |
|
|
2021
Q2 | $319K | Sell |
10,056
-2,261
| -18% | -$71.7K | ﹤0.01% | 3457 |
|
|
2021
Q1 | $379K | Sell |
12,317
-45
| -0.4% | -$1.39K | ﹤0.01% | 3162 |
|
|
2020
Q4 | $317K | Sell |
12,362
-2,987
| -19% | -$76.6K | ﹤0.01% | 3074 |
|
|
2020
Q3 | $321K | Buy |
15,349
+217
| +1% | +$4.54K | ﹤0.01% | 2826 |
|
|
2020
Q2 | $405K | Sell |
15,132
-81,975
| -84% | -$2.19M | ﹤0.01% | 2524 |
|
|
2020
Q1 | $298K | Buy |
+97,107
| New | +$298K | ﹤0.01% | 2534 |
|