Park Square Financial Group’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47K Sell
40
-25
-38% -$29.4K 0.03% 308
2025
Q1
$78.1K Sell
65
-2
-3% -$2.4K 0.06% 207
2024
Q4
$80K Buy
+67
New +$80K 0.06% 212