Sheaff Brock Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.64M | Sell |
22,802
-11,198
| -33% | -$841K | 0.15% | 121 |
|
|
2024
Q4 | $2.39M | Buy |
34,000
+12,319
| +57% | +$841K | 0.21% | 91 |
|
|
2024
Q3 | $1.22M | Buy |
21,681
+1,202
| +6% | +$68K | 0.11% | 152 |
|
|
2024
Q2 | $1.22M | Sell |
20,479
-1,917
| -9% | -$113K | 0.11% | 147 |
|
|
2024
Q1 | $1.3M | Sell |
22,396
-1,278
| -5% | -$66.9K | 0.08% | 154 |
|
|
2023
Q4 | $1.17M | Buy |
23,674
+6
| +0% | +$259 | 0.09% | 157 |
|
|
2023
Q3 | $967K | Sell |
23,668
-1,271
| -5% | -$54.9K | 0.09% | 168 |
|
|
2023
Q2 | $1.06M | Sell |
24,939
-96
| -0.4% | -$3.86K | 0.09% | 161 |
|
|
2023
Q1 | $936K | Buy |
25,035
+167
| +0.7% | +$7.28K | 0.09% | 180 |
|
|
2022
Q4 | $1.03M | Sell |
24,868
-87
| -0.3% | -$3.85K | 0.1% | 167 |
|
|
2022
Q3 | $1M | Buy |
24,955
+96
| +0.4% | +$4.12K | 0.11% | 156 |
|
|
2022
Q2 | $974K | Buy |
24,859
+248
| +1% | +$10.9K | 0.08% | 158 |
|
|
2022
Q1 | $1.19M | Buy |
24,611
+1,306
| +6% | +$69.9K | 0.08% | 161 |
|
|
2021
Q4 | $1.12M | Sell |
23,305
-1,236
| -5% | -$60.9K | 0.07% | 176 |
|
|
2021
Q3 | $1.14M | Sell |
24,541
-216
| -0.9% | -$10K | 0.08% | 162 |
|
|
2021
Q2 | $1.12M | Sell |
24,757
-398
| -2% | -$17.8K | 0.08% | 162 |
|
|
2021
Q1 | $983K | Buy |
25,155
+1,398
| +6% | +$49.5K | 0.08% | 155 |
|
|
2020
Q4 | $717K | Buy |
23,757
+46
| +0.2% | +$1.19K | 0.06% | 186 |
|
|
2020
Q3 | $557K | Sell |
23,711
-285
| -1% | -$7.02K | 0.05% | 206 |
|
|
2020
Q2 | $614K | Sell |
23,996
-2,757
| -10% | -$75.4K | 0.06% | 198 |
|
|
2020
Q1 | $768K | Sell |
26,753
-7,655
| -22% | -$325K | 0.1% | 124 |
|
|
2019
Q4 | $1.85M | Buy |
34,408
+2,821
| +9% | +$148K | 0.18% | 79 |
|
|
2019
Q3 | $1.59M | Buy |
31,587
+16
| +0.1% | +$754 | 0.17% | 89 |
|
|
2019
Q2 | $1.49M | Sell |
31,571
-7
| -0% | -$327 | 0.16% | 92 |
|
|
2019
Q1 | $1.53M | Buy |
31,578
+1,356
| +4% | +$66.7K | 0.19% | 96 |
|
|
2018
Q4 | $1.39M | Buy |
30,222
+61
| +0.2% | +$3.12K | 0.22% | 88 |
|
|
2018
Q3 | $1.58M | Sell |
30,161
-1,423
| -5% | -$81.2K | 0.15% | 97 |
|
|
2018
Q2 | $1.75M | Sell |
31,584
-689
| -2% | -$36.9K | 0.17% | 92 |
|
|
2018
Q1 | $1.69M | Sell |
32,273
-2,184
| -6% | -$130K | 0.18% | 92 |
|
|
2017
Q4 | $2.09M | Sell |
34,457
-660
| -2% | -$37.3K | 0.27% | 78 |
|
|
2017
Q3 | $1.94M | Sell |
35,117
-2,820
| -7% | -$150K | 0.25% | 88 |
|
|
2017
Q2 | $2.1M | Sell |
37,937
-559
| -1% | -$29.9K | 0.28% | 80 |
|
|
2017
Q1 | $2.14M | Sell |
38,496
-23,643
| -38% | -$1.34M | 0.28% | 76 |
|
|
2016
Q4 | $3.42M | Sell |
62,139
-8,330
| -12% | -$419K | 0.43% | 56 |
|
|
2016
Q3 | $3.12M | Sell |
70,469
-1,839
| -3% | -$88K | 0.42% | 53 |
|
|
2016
Q2 | $3.42M | Sell |
72,308
-610
| -0.8% | -$29.7K | 0.43% | 51 |
|
|
2016
Q1 | $3.53M | Buy |
72,918
+2,441
| +3% | +$120K | 0.43% | 49 |
|
|
2015
Q4 | $3.83M | Buy |
+70,477
| New | +$3.83M | 0.43% | 49 |
|
Other funds holding WFC
Sheaff Brock Investment Advisors's WFC Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Wells Fargo (WFC) stake by 33% in Q1 2025, selling an estimated $841K and leaving 22,802 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #121.
Sheaff Brock Investment Advisors first reported a position in WFC in Q4 2015 and has held it in 38 quarters since. The position peaked at $3.83M in Q4 2015. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.
- Sheaff Brock Investment Advisors held 22,802 shares of Wells Fargo worth $1.64M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 11,198 Wells Fargo shares in Q1 2025, an estimated $841K.
- Wells Fargo made up 0.15% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #121 holding.
- Sheaff Brock Investment Advisors first reported a position in Wells Fargo in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Wells Fargo position peaked at $3.83M in Q4 2015.
- 2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.