SG Americas Securities’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.46M | Buy |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $847K | Sell |
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|
2020
Q2 | $1.29M | Buy |
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|
2020
Q1 | $338K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $265K | Sell |
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|
2018
Q1 | $309K | Buy |
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|
2017
Q4 | $133K | Sell |
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|
2017
Q3 | $1.41M | Buy |
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|
2017
Q2 | $1.27M | Buy |
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|
2017
Q1 | $552K | Buy |
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|
2016
Q4 | $407K | Sell |
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|
2016
Q3 | $529K | Sell |
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|
2016
Q2 | $507K | Buy |
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|
2016
Q1 | $590K | Buy |
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|
2015
Q4 | $691K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.85M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $348K | Buy |
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|
2014
Q3 | $316K | Sell |
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|
2014
Q2 | $2.48M | Buy |
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|
2014
Q1 | $719K | Sell |
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|
2013
Q4 | $1.6M | Sell |
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|
2013
Q3 | $1.91M | Buy |
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|
2013
Q2 | $322K | Buy |
|