Parkside Financial Bank & Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
13,114
+791
| +6% | +$63.4K | 0.11% | 141 |
|
|
2025
Q1 | $885K | Buy |
12,323
+629
| +5% | +$45.2K | 0.11% | 140 |
|
|
2024
Q4 | $821K | Sell |
11,694
-92
| -0.8% | -$6.46K | 0.11% | 143 |
|
|
2024
Q3 | $666K | Sell |
11,786
-78
| -0.7% | -$4.41K | 0.09% | 161 |
|
|
2024
Q2 | $705K | Buy |
11,864
+288
| +2% | +$17.1K | 0.11% | 141 |
|
|
2024
Q1 | $671K | Buy |
11,576
+343
| +3% | +$19.9K | 0.11% | 155 |
|
|
2023
Q4 | $553K | Buy |
11,233
+1,433
| +15% | +$70.5K | 0.1% | 159 |
|
|
2023
Q3 | $400K | Buy |
9,800
+4,796
| +96% | +$196K | 0.09% | 162 |
|
|
2023
Q2 | $214K | Buy |
5,004
+715
| +17% | +$30.5K | 0.05% | 247 |
|
|
2023
Q1 | $160K | Sell |
4,289
-980
| -19% | -$36.6K | 0.04% | 272 |
|
|
2022
Q4 | $218K | Buy |
5,269
+133
| +3% | +$5.49K | 0.06% | 217 |
|
|
2022
Q3 | $206K | Buy |
5,136
+614
| +14% | +$24.6K | 0.07% | 211 |
|
|
2022
Q2 | $178K | Sell |
4,522
-1,735
| -28% | -$68.3K | 0.05% | 237 |
|
|
2022
Q1 | $303K | Buy |
6,257
+1,361
| +28% | +$65.9K | 0.08% | 177 |
|
|
2021
Q4 | $235K | Buy |
4,896
+1,227
| +33% | +$58.9K | 0.06% | 224 |
|
|
2021
Q3 | $170K | Buy |
3,669
+344
| +10% | +$15.9K | 0.05% | 227 |
|
|
2021
Q2 | $151K | Sell |
3,325
-390
| -10% | -$17.7K | 0.04% | 248 |
|
|
2021
Q1 | $146K | Buy |
3,715
+140
| +4% | +$5.5K | 0.04% | 243 |
|
|
2020
Q4 | $107K | Buy |
3,575
+325
| +10% | +$9.73K | 0.03% | 302 |
|
|
2020
Q3 | $76K | Sell |
3,250
-2,199
| -40% | -$51.4K | 0.03% | 342 |
|
|
2020
Q2 | $139K | Sell |
5,449
-9,431
| -63% | -$241K | 0.05% | 247 |
|
|
2020
Q1 | $427K | Sell |
14,880
-162
| -1% | -$4.65K | 0.16% | 85 |
|
|
2019
Q4 | $809K | Sell |
15,042
-6,991
| -32% | -$376K | 0.24% | 65 |
|
|
2019
Q3 | $1.11M | Buy |
22,033
+8,659
| +65% | +$437K | 0.36% | 43 |
|
|
2019
Q2 | $632K | Buy |
13,374
+1,265
| +10% | +$59.8K | 0.2% | 72 |
|
|
2019
Q1 | $585K | Buy |
12,109
+1,027
| +9% | +$49.6K | 0.2% | 81 |
|
|
2018
Q4 | $511K | Sell |
11,082
-214
| -2% | -$9.87K | 0.18% | 84 |
|
|
2018
Q3 | $593K | Sell |
11,296
-310
| -3% | -$16.3K | 0.21% | 81 |
|
|
2018
Q2 | $644K | Buy |
11,606
+164
| +1% | +$9.1K | 0.24% | 69 |
|
|
2018
Q1 | $599K | Sell |
11,442
-851
| -7% | -$44.6K | 0.23% | 74 |
|
|
2017
Q4 | $746K | Buy |
12,293
+85
| +0.7% | +$5.16K | 0.27% | 67 |
|
|
2017
Q3 | $674K | Buy |
12,208
+64
| +0.5% | +$3.53K | 0.26% | 64 |
|
|
2017
Q2 | $672K | Buy |
12,144
+897
| +8% | +$49.6K | 0.28% | 64 |
|
|
2017
Q1 | $626K | Sell |
11,247
-379
| -3% | -$21.1K | 0.27% | 67 |
|
|
2016
Q4 | $641K | Buy |
11,626
+970
| +9% | +$53.5K | 0.28% | 71 |
|
|
2016
Q3 | $472K | Buy |
10,656
+119
| +1% | +$5.27K | 0.22% | 87 |
|
|
2016
Q2 | $499K | Sell |
10,537
-344
| -3% | -$16.3K | 0.24% | 79 |
|
|
2016
Q1 | $526K | Buy |
10,881
+1,109
| +11% | +$53.6K | 0.27% | 75 |
|
|
2015
Q4 | $532K | Buy |
9,772
+133
| +1% | +$7.24K | 0.26% | 72 |
|
|
2015
Q3 | $495K | Sell |
9,639
-8,769
| -48% | -$450K | 0.28% | 68 |
|
|
2015
Q2 | $1.04M | Buy |
18,408
+2,884
| +19% | +$162K | 0.55% | 45 |
|
|
2015
Q1 | $845K | Buy |
15,524
+3,176
| +26% | +$173K | 0.45% | 53 |
|
|
2014
Q4 | $677K | Buy |
12,348
+194
| +2% | +$10.6K | 0.38% | 61 |
|
|
2014
Q3 | $630K | Buy |
12,154
+974
| +9% | +$50.5K | 0.38% | 63 |
|
|
2014
Q2 | $587K | Buy |
11,180
+3,252
| +41% | +$171K | 0.35% | 69 |
|
|
2014
Q1 | $394K | Sell |
7,928
-27
| -0.3% | -$1.34K | 0.25% | 89 |
|
|
2013
Q4 | $361K | Sell |
7,955
-4,074
| -34% | -$185K | 0.24% | 94 |
|
|
2013
Q3 | $497K | Buy |
12,029
+55
| +0.5% | +$2.27K | 0.39% | 65 |
|
|
2013
Q2 | $495K | Buy |
+11,974
| New | +$495K | 0.39% | 69 |
|