SEI Investments’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.85M | Buy |
131,457
+68,127
| +108% | +$1.99M | ﹤0.01% | 1371 |
|
2025
Q1 | $1.81M | Buy |
63,330
+32,298
| +104% | +$923K | ﹤0.01% | 1677 |
|
2024
Q4 | $1M | Sell |
31,032
-24,823
| -44% | -$800K | ﹤0.01% | 1941 |
|
2024
Q3 | $1.95M | Buy |
55,855
+33,945
| +155% | +$1.18M | ﹤0.01% | 1700 |
|
2024
Q2 | $626K | Sell |
21,910
-4,557
| -17% | -$130K | ﹤0.01% | 2079 |
|
2024
Q1 | $768K | Buy |
26,467
+5,972
| +29% | +$173K | ﹤0.01% | 1984 |
|
2023
Q4 | $676K | Sell |
20,495
-7,392
| -27% | -$244K | ﹤0.01% | 1995 |
|
2023
Q3 | $714K | Sell |
27,887
-4,510
| -14% | -$116K | ﹤0.01% | 1987 |
|
2023
Q2 | $859K | Sell |
32,397
-7,848
| -20% | -$208K | ﹤0.01% | 1931 |
|
2023
Q1 | $1.21M | Buy |
40,245
+18,910
| +89% | +$569K | ﹤0.01% | 1812 |
|
2022
Q4 | $716K | Sell |
21,335
-83,113
| -80% | -$2.79M | ﹤0.01% | 1878 |
|
2022
Q3 | $3.13M | Sell |
104,448
-1,825
| -2% | -$54.7K | 0.01% | 1330 |
|
2022
Q2 | $3.14M | Buy |
106,273
+18,712
| +21% | +$553K | 0.01% | 1337 |
|
2022
Q1 | $2.82M | Sell |
87,561
-439
| -0.5% | -$14.1K | 0.01% | 1393 |
|
2021
Q4 | $2.94M | Buy |
88,000
+61,907
| +237% | +$2.07M | 0.01% | 1408 |
|
2021
Q3 | $894K | Buy |
26,093
+9,078
| +53% | +$311K | ﹤0.01% | 1821 |
|
2021
Q2 | $541K | Buy |
17,015
+2,042
| +14% | +$64.9K | ﹤0.01% | 2054 |
|
2021
Q1 | $461K | Sell |
14,973
-4,800
| -24% | -$148K | ﹤0.01% | 2065 |
|
2020
Q4 | $509K | Buy |
19,773
+5,367
| +37% | +$138K | ﹤0.01% | 1966 |
|
2020
Q3 | $276K | Sell |
14,406
-25,336
| -64% | -$485K | ﹤0.01% | 2130 |
|
2020
Q2 | $1.05M | Sell |
39,742
-17,029
| -30% | -$448K | ﹤0.01% | 1545 |
|
2020
Q1 | $1.39M | Buy |
56,771
+13,771
| +32% | +$337K | 0.01% | 1307 |
|
2019
Q4 | $1.53M | Buy |
43,000
+1,290
| +3% | +$46K | ﹤0.01% | 1458 |
|
2019
Q3 | $1.54M | Buy |
41,710
+3,273
| +9% | +$121K | ﹤0.01% | 1428 |
|
2019
Q2 | $1.32M | Sell |
38,437
-2,637
| -6% | -$90.8K | ﹤0.01% | 1502 |
|
2019
Q1 | $1.14M | Buy |
41,074
+32,895
| +402% | +$913K | ﹤0.01% | 1549 |
|
2018
Q4 | $218K | Sell |
8,179
-47
| -0.6% | -$1.25K | ﹤0.01% | 1996 |
|
2018
Q3 | $263K | Sell |
8,226
-228
| -3% | -$7.29K | ﹤0.01% | 1847 |
|
2018
Q2 | $277K | Sell |
8,454
-50
| -0.6% | -$1.64K | ﹤0.01% | 1956 |
|
2018
Q1 | $294K | Buy |
8,504
+84
| +1% | +$2.9K | ﹤0.01% | 1761 |
|
2017
Q4 | $289K | Sell |
8,420
-5,177
| -38% | -$178K | ﹤0.01% | 1809 |
|
2017
Q3 | $458K | Sell |
13,597
-11,761
| -46% | -$396K | ﹤0.01% | 1661 |
|
2017
Q2 | $842K | Buy |
25,358
+11,929
| +89% | +$396K | ﹤0.01% | 1482 |
|
2017
Q1 | $444K | Hold |
13,429
| – | – | ﹤0.01% | 1605 |
|
2016
Q4 | $461K | Hold |
13,429
| – | – | ﹤0.01% | 1601 |
|
2016
Q3 | $358K | Buy |
13,429
+14
| +0.1% | +$373 | ﹤0.01% | 1537 |
|
2016
Q2 | $325K | Sell |
13,415
-1
| -0% | -$24 | ﹤0.01% | 1454 |
|
2016
Q1 | $304K | Sell |
13,416
-66
| -0.5% | -$1.5K | ﹤0.01% | 1430 |
|
2015
Q4 | $322K | Buy |
+13,482
| New | +$322K | ﹤0.01% | 1444 |
|