O'Shaughnessy Asset Management’s WaFd WAFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.19M Buy
2021
Q4
Sell
2021
Q3
$1K Buy
2020
Q1
Sell
2019
Q4
$20K Buy
2018
Q1
Sell
2017
Q4
$516K Sell
2017
Q3
$619K Sell
2017
Q2
$630K Sell
2017
Q1
$650K Buy
2016
Q4
$117K Buy