SFSIG
San Francisco Sentry Investment Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $199K | Buy |
4,409
+36
| +0.8% | +$1.63K | 0.1% | 205 |
|
|
2021
Q1 | $171K | Buy |
4,373
+3,945
| +922% | +$154K | 0.07% | 244 |
|
|
2020
Q4 | $13K | Hold |
428
| – | – | 0.01% | 488 |
|
|
2020
Q3 | $10K | Sell |
428
-164
| -28% | -$3.83K | 0.01% | 480 |
|
|
2020
Q2 | $15K | Sell |
592
-241
| -29% | -$6.11K | 0.01% | 450 |
|
|
2020
Q1 | $24K | Sell |
833
-421
| -34% | -$12.1K | 0.02% | 368 |
|
|
2019
Q4 | $67K | Sell |
1,254
-250
| -17% | -$13.4K | 0.03% | 331 |
|
|
2019
Q3 | $76K | Buy |
1,504
+98
| +7% | +$4.95K | 0.03% | 313 |
|
|
2019
Q2 | $66K | Sell |
1,406
-3,334
| -70% | -$157K | 0.03% | 335 |
|
|
2019
Q1 | $229K | Sell |
4,740
-577
| -11% | -$27.9K | 0.1% | 183 |
|
|
2018
Q4 | $245K | Sell |
5,317
-324
| -6% | -$14.9K | 0.12% | 149 |
|
|
2018
Q3 | $297K | Buy |
5,641
+564
| +11% | +$29.7K | 0.11% | 149 |
|
|
2018
Q2 | $281K | Sell |
5,077
-20,549
| -80% | -$1.14M | 0.12% | 155 |
|
|
2018
Q1 | $1.34M | Sell |
25,626
-1,404
| -5% | -$73.6K | 0.39% | 51 |
|
|
2017
Q4 | $1.64M | Sell |
27,030
-8,079
| -23% | -$490K | 0.48% | 42 |
|
|
2017
Q3 | $1.94M | Buy |
35,109
+11,382
| +48% | +$628K | 0.65% | 33 |
|
|
2017
Q2 | $1.32M | Buy |
23,727
+779
| +3% | +$43.2K | 0.47% | 50 |
|
|
2017
Q1 | $1.28M | Sell |
22,948
-1,175
| -5% | -$65.4K | 0.7% | 40 |
|
|
2016
Q4 | $1.33M | Sell |
24,123
-12,489
| -34% | -$688K | 0.77% | 37 |
|
|
2016
Q3 | $1.62M | Sell |
36,612
-18,878
| -34% | -$836K | 0.96% | 27 |
|
|
2016
Q2 | $2.63M | Sell |
55,490
-3,829
| -6% | -$181K | 1.62% | 10 |
|
|
2016
Q1 | $2.87M | Sell |
59,319
-3,877
| -6% | -$187K | 1.72% | 7 |
|
|
2015
Q4 | $3.44M | Buy |
63,196
+400
| +0.6% | +$21.7K | 2.15% | 7 |
|
|
2015
Q3 | $3.23M | Sell |
62,796
-661
| -1% | -$33.9K | 2.27% | 5 |
|
|
2015
Q2 | $3.57M | Sell |
63,457
-117
| -0.2% | -$6.58K | 2.14% | 5 |
|
|
2015
Q1 | $3.46M | Buy |
63,574
+1
| +0% | +$54 | 2.06% | 5 |
|
|
2014
Q4 | $3.49M | Buy |
63,573
+75
| +0.1% | +$4.11K | 2.02% | 4 |
|
|
2014
Q3 | $3.29M | Sell |
63,498
-120
| -0.2% | -$6.23K | 1.65% | 7 |
|
|
2014
Q2 | $3.34M | Buy |
63,618
+296
| +0.5% | +$15.6K | 1.6% | 6 |
|
|
2014
Q1 | $3.15M | Sell |
63,322
-478
| -0.7% | -$23.8K | 1.01% | 18 |
|
|
2013
Q4 | $2.9M | Buy |
63,800
+580
| +0.9% | +$26.3K | 1% | 21 |
|
|
2013
Q3 | $2.61M | Buy |
63,220
+600
| +1% | +$24.8K | 0.99% | 19 |
|
|
2013
Q2 | $2.58M | Buy |
+62,620
| New | +$2.58M | 0.93% | 22 |
|