Principal Financial Group’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.6M | Sell |
397,476
-64,117
| -14% | -$1.88M | 0.01% | 1170 |
|
2025
Q1 | $13.2M | Buy |
461,593
+13,972
| +3% | +$399K | 0.01% | 1104 |
|
2024
Q4 | $14.4M | Buy |
447,621
+19,117
| +4% | +$616K | 0.01% | 1073 |
|
2024
Q3 | $14.9M | Buy |
428,504
+95,251
| +29% | +$3.32M | 0.01% | 1025 |
|
2024
Q2 | $9.52M | Sell |
333,253
-19,405
| -6% | -$555K | 0.01% | 1290 |
|
2024
Q1 | $10.2M | Sell |
352,658
-23,676
| -6% | -$687K | 0.01% | 1291 |
|
2023
Q4 | $12.4M | Sell |
376,334
-1,708
| -0.5% | -$56.3K | 0.01% | 1172 |
|
2023
Q3 | $9.69M | Sell |
378,042
-14,177
| -4% | -$363K | 0.01% | 1243 |
|
2023
Q2 | $10.4M | Sell |
392,219
-140,139
| -26% | -$3.72M | 0.01% | 1234 |
|
2023
Q1 | $16M | Buy |
532,358
+136,049
| +34% | +$4.1M | 0.01% | 991 |
|
2022
Q4 | $13.3M | Buy |
396,309
+17,278
| +5% | +$580K | 0.01% | 1079 |
|
2022
Q3 | $11.4M | Sell |
379,031
-154,973
| -29% | -$4.65M | 0.01% | 1117 |
|
2022
Q2 | $16M | Buy |
534,004
+29,353
| +6% | +$881K | 0.01% | 992 |
|
2022
Q1 | $16.6M | Sell |
504,651
-6,232
| -1% | -$205K | 0.01% | 1050 |
|
2021
Q4 | $17.1M | Sell |
510,883
-267,742
| -34% | -$8.94M | 0.01% | 1060 |
|
2021
Q3 | $26.7M | Sell |
778,625
-45,912
| -6% | -$1.58M | 0.02% | 722 |
|
2021
Q2 | $26.2M | Sell |
824,537
-490,405
| -37% | -$15.6M | 0.02% | 752 |
|
2021
Q1 | $40.5M | Sell |
1,314,942
-182,751
| -12% | -$5.63M | 0.03% | 506 |
|
2020
Q4 | $38.6M | Buy |
1,497,693
+77,071
| +5% | +$1.98M | 0.03% | 462 |
|
2020
Q3 | $29.6M | Buy |
1,420,622
+164,569
| +13% | +$3.43M | 0.02% | 517 |
|
2020
Q2 | $33.7M | Buy |
1,256,053
+268,612
| +27% | +$7.21M | 0.03% | 461 |
|
2020
Q1 | $25.6M | Sell |
987,441
-65,663
| -6% | -$1.7M | 0.03% | 468 |
|
2019
Q4 | $38.6M | Buy |
1,053,104
+46,317
| +5% | +$1.7M | 0.03% | 471 |
|
2019
Q3 | $37.2M | Sell |
1,006,787
-572
| -0.1% | -$21.2K | 0.03% | 467 |
|
2019
Q2 | $35.2M | Sell |
1,007,359
-55,810
| -5% | -$1.95M | 0.03% | 485 |
|
2019
Q1 | $30.7M | Buy |
1,063,169
+25,616
| +2% | +$740K | 0.03% | 536 |
|
2018
Q4 | $27.7M | Sell |
1,037,553
-235,826
| -19% | -$6.3M | 0.03% | 539 |
|
2018
Q3 | $40.7M | Sell |
1,273,379
-49,548
| -4% | -$1.59M | 0.04% | 489 |
|
2018
Q2 | $43.3M | Buy |
1,322,927
+21,331
| +2% | +$698K | 0.04% | 453 |
|
2018
Q1 | $45M | Buy |
1,301,596
+142,766
| +12% | +$4.94M | 0.04% | 426 |
|
2017
Q4 | $39.7M | Buy |
1,158,830
+185,313
| +19% | +$6.35M | 0.04% | 480 |
|
2017
Q3 | $32.8M | Buy |
973,517
+29,294
| +3% | +$986K | 0.03% | 545 |
|
2017
Q2 | $31.3M | Buy |
944,223
+523,355
| +124% | +$17.4M | 0.03% | 552 |
|
2017
Q1 | $13.9M | Buy |
420,868
+9,181
| +2% | +$304K | 0.02% | 983 |
|
2016
Q4 | $14.1M | Buy |
411,687
+37,964
| +10% | +$1.3M | 0.02% | 938 |
|
2016
Q3 | $9.97M | Buy |
373,723
+26,158
| +8% | +$698K | 0.01% | 1120 |
|
2016
Q2 | $8.43M | Buy |
347,565
+36,051
| +12% | +$875K | 0.01% | 1167 |
|
2016
Q1 | $7.06M | Buy |
311,514
+10,436
| +3% | +$236K | 0.01% | 1208 |
|
2015
Q4 | $7.18M | Buy |
301,078
+7,057
| +2% | +$168K | 0.01% | 1168 |
|
2015
Q3 | $6.69M | Buy |
294,021
+8,112
| +3% | +$185K | 0.01% | 1186 |
|
2015
Q2 | $6.68M | Buy |
285,909
+1,505
| +0.5% | +$35.1K | 0.01% | 1271 |
|
2015
Q1 | $6.2M | Buy |
284,404
+15,443
| +6% | +$337K | 0.01% | 1275 |
|
2014
Q4 | $5.96M | Sell |
268,961
-3,149
| -1% | -$69.8K | 0.01% | 1290 |
|
2014
Q3 | $5.54M | Buy |
272,110
+7,226
| +3% | +$147K | 0.01% | 1291 |
|
2014
Q2 | $5.94M | Sell |
264,884
-7,180
| -3% | -$161K | 0.01% | 1280 |
|
2014
Q1 | $6.34M | Buy |
272,064
+15,361
| +6% | +$358K | 0.01% | 1212 |
|
2013
Q4 | $5.98M | Sell |
256,703
-587
| -0.2% | -$13.7K | 0.01% | 1234 |
|
2013
Q3 | $5.32M | Buy |
257,290
+293
| +0.1% | +$6.06K | 0.01% | 1234 |
|
2013
Q2 | $4.85M | Buy |
+256,997
| New | +$4.85M | 0.01% | 1205 |
|