Regal Partners’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 | $57.7M | Sell |
719,848
-34,000
| -5% | -$2.72M | 4.87% | 8 |
|
|
2025
Q1 | $54.1M | Buy |
753,848
+36,294
| +5% | +$2.61M | 5.54% | 7 |
|
|
2024
Q4 | $50.4M | Sell |
717,554
-184,889
| -20% | -$13M | 5.1% | 7 |
|
|
2024
Q3 | $51M | Buy |
902,443
+51,826
| +6% | +$2.93M | 4.51% | 7 |
|
|
2024
Q2 | $50.5M | Sell |
850,617
-70,196
| -8% | -$4.17M | 5.23% | 5 |
|
|
2024
Q1 | $53.4M | Sell |
920,813
-56,882
| -6% | -$3.3M | 5.36% | 6 |
|
|
2023
Q4 | $48.1M | Buy |
+977,695
| New | +$48.1M | 5.12% | 6 |
|
|
2020
Q1 | – | Sell |
-1,656,479
| Closed | -$89.1M | – | 9 |
|
|
2019
Q4 | $89.1M | Sell |
1,656,479
-2,515
| -0.2% | -$135K | 7.03% | 7 |
|
|
2019
Q3 | $83.7M | Sell |
1,658,994
-361,737
| -18% | -$18.2M | 7.16% | 7 |
|
|
2019
Q2 | $95.6M | Buy |
2,020,731
+818,770
| +68% | +$38.7M | 8.08% | 7 |
|
|
2019
Q1 | $58.1M | Buy |
1,201,961
+75,023
| +7% | +$3.63M | 5.89% | 7 |
|
|
2018
Q4 | $51.9M | Buy |
1,126,938
+160,704
| +17% | +$7.41M | 5.6% | 8 |
|
|
2018
Q3 | $50.8M | Sell |
966,234
-26,153
| -3% | -$1.37M | 5.28% | 9 |
|
|
2018
Q2 | $55M | Buy |
992,387
+123,408
| +14% | +$6.84M | 6.05% | 8 |
|
|
2018
Q1 | $45.5M | Buy |
868,979
+388,167
| +81% | +$20.3M | 5.56% | 9 |
|
|
2017
Q4 | $29.2M | Buy |
+480,812
| New | +$29.2M | 4.22% | 10 |
|