O'Shaughnessy Asset Management’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+17,295
| New | +$239K | ﹤0.01% | 1742 |
|
|
2020
Q2 | – | Sell |
-33,273
| Closed | -$484K | – | 1923 |
|
|
2020
Q1 | $484K | Buy |
33,273
+21,699
| +187% | +$316K | 0.02% | 305 |
|
|
2019
Q4 | $220K | Buy |
11,574
+11,237
| +3,334% | +$214K | ﹤0.01% | 596 |
|
|
2019
Q3 | $6K | Buy |
+337
| New | +$6K | ﹤0.01% | 815 |
|
|
2017
Q3 | – | Sell |
-875
| Closed | -$16K | – | 1008 |
|
|
2017
Q2 | $16K | Hold |
875
| – | – | ﹤0.01% | 762 |
|
|
2017
Q1 | $16K | Hold |
875
| – | – | ﹤0.01% | 746 |
|
|
2016
Q4 | $16K | Buy |
+875
| New | +$16K | ﹤0.01% | 777 |
|