Principal Securities’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
9,932
+2,299
| +30% | +$67.3K | 0.01% | 1073 |
|
|
2025
Q1 | $246K | Hold |
7,633
| – | – | 0.01% | 1047 |
|
|
2024
Q4 | $246K | Buy |
7,633
+712
| +10% | +$23K | 0.01% | 1046 |
|
|
2024
Q3 | $241K | Buy |
6,921
+48
| +0.7% | +$1.67K | 0.01% | 1024 |
|
|
2024
Q2 | $196K | Buy |
6,873
+2,678
| +64% | +$76.5K | 0.01% | 1044 |
|
|
2024
Q1 | $122K | Buy |
4,195
+4,170
| +16,680% | +$121K | ﹤0.01% | 1198 |
|
|
2023
Q4 | $824 | Buy |
+25
| New | +$824 | ﹤0.01% | 2996 |
|