Raymond James Financial Services Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $278K | Sell |
7,987
-1,695
| -18% | -$59.1K | ﹤0.01% | 2979 |
|
|
2024
Q2 | $277K | Buy |
9,682
+2
| +0% | +$57 | ﹤0.01% | 2922 |
|
|
2024
Q1 | $281K | Buy |
9,680
+624
| +7% | +$18.1K | ﹤0.01% | 2878 |
|
|
2023
Q4 | $298K | Sell |
9,056
-95
| -1% | -$3.13K | ﹤0.01% | 2735 |
|
|
2023
Q3 | $234K | Sell |
9,151
-31
| -0.3% | -$794 | ﹤0.01% | 2816 |
|
|
2023
Q2 | $243K | Buy |
9,182
+200
| +2% | +$5.3K | ﹤0.01% | 2796 |
|
|
2023
Q1 | $271K | Hold |
8,982
| – | – | ﹤0.01% | 2710 |
|
|
2022
Q4 | $301K | Sell |
8,982
-1,009
| -10% | -$33.9K | ﹤0.01% | 2574 |
|
|
2022
Q3 | $300K | Hold |
9,991
| – | – | ﹤0.01% | 2568 |
|
|
2022
Q2 | $300K | Buy |
9,991
+537
| +6% | +$16.1K | ﹤0.01% | 2585 |
|
|
2022
Q1 | $310K | Buy |
9,454
+78
| +0.8% | +$2.56K | ﹤0.01% | 2688 |
|
|
2021
Q4 | $313K | Sell |
9,376
-3,335
| -26% | -$111K | ﹤0.01% | 2676 |
|
|
2021
Q3 | $436K | Buy |
12,711
+1
| +0% | +$34 | ﹤0.01% | 2454 |
|
|
2021
Q2 | $404K | Buy |
12,710
+2,660
| +26% | +$84.6K | ﹤0.01% | 2515 |
|
|
2021
Q1 | $310K | Buy |
10,050
+51
| +0.5% | +$1.57K | ﹤0.01% | 2603 |
|
|
2020
Q4 | $257K | Sell |
9,999
-240
| -2% | -$6.17K | ﹤0.01% | 2557 |
|
|
2020
Q3 | $214K | Buy |
+10,239
| New | +$214K | ﹤0.01% | 2495 |
|
|
2020
Q2 | – | Sell |
-7,949
| Closed | -$206K | – | 2855 |
|
|
2020
Q1 | $206K | Sell |
7,949
-2,411
| -23% | -$62.5K | ﹤0.01% | 2045 |
|
|
2019
Q4 | $380K | Sell |
10,360
-361
| -3% | -$13.2K | ﹤0.01% | 2160 |
|
|
2019
Q3 | $397K | Buy |
10,721
+1,209
| +13% | +$44.8K | ﹤0.01% | 2053 |
|
|
2019
Q2 | $332K | Buy |
9,512
+861
| +10% | +$30.1K | ﹤0.01% | 2205 |
|
|
2019
Q1 | $250K | Sell |
8,651
-1,063
| -11% | -$30.7K | ﹤0.01% | 2366 |
|
|
2018
Q4 | $259K | Sell |
9,714
-2,472
| -20% | -$65.9K | ﹤0.01% | 2092 |
|
|
2018
Q3 | $390K | Buy |
12,186
+31
| +0.3% | +$992 | ﹤0.01% | 2104 |
|
|
2018
Q2 | $397K | Buy |
12,155
+5,039
| +71% | +$165K | ﹤0.01% | 2039 |
|
|
2018
Q1 | $246K | Sell |
7,116
-110
| -2% | -$3.8K | ﹤0.01% | 2142 |
|
|
2017
Q4 | $247K | Buy |
7,226
+110
| +2% | +$3.76K | ﹤0.01% | 2128 |
|
|
2017
Q3 | $239K | Buy |
7,116
+475
| +7% | +$16K | ﹤0.01% | 2157 |
|
|
2017
Q2 | $220K | Buy |
6,641
+127
| +2% | +$4.21K | ﹤0.01% | 2159 |
|
|
2017
Q1 | $216K | Buy |
6,514
+271
| +4% | +$8.99K | ﹤0.01% | 2088 |
|
|
2016
Q4 | $214K | Buy |
+6,243
| New | +$214K | ﹤0.01% | 2019 |
|