SFG
SNS Financial Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
7,027
+18
| +0.3% | +$1.44K | 0.05% | 110 |
|
|
2025
Q1 | $503K | Buy |
7,009
+43
| +0.6% | +$3.09K | 0.05% | 114 |
|
|
2024
Q4 | $489K | Sell |
6,966
-729
| -9% | -$51.2K | 0.05% | 112 |
|
|
2024
Q3 | $435K | Sell |
7,695
-567
| -7% | -$32K | 0.04% | 123 |
|
|
2024
Q2 | $491K | Sell |
8,262
-424
| -5% | -$25.2K | 0.05% | 114 |
|
|
2024
Q1 | $503K | Buy |
8,686
+29
| +0.3% | +$1.68K | 0.06% | 118 |
|
|
2023
Q4 | $426K | Buy |
8,657
+917
| +12% | +$45.1K | 0.05% | 124 |
|
|
2023
Q3 | $316K | Buy |
7,740
+767
| +11% | +$31.3K | 0.04% | 136 |
|
|
2023
Q2 | $298K | Buy |
6,973
+52
| +0.8% | +$2.22K | 0.04% | 140 |
|
|
2023
Q1 | $259K | Sell |
6,921
-66
| -0.9% | -$2.47K | 0.03% | 157 |
|
|
2022
Q4 | $288K | Buy |
6,987
+172
| +3% | +$7.1K | 0.04% | 154 |
|
|
2022
Q3 | $275K | Buy |
6,815
+99
| +1% | +$4K | 0.04% | 145 |
|
|
2022
Q2 | $263K | Sell |
6,716
-1,707
| -20% | -$66.8K | 0.03% | 152 |
|
|
2022
Q1 | $408K | Sell |
8,423
-868
| -9% | -$42K | 0.05% | 134 |
|
|
2021
Q4 | $445K | Sell |
9,291
-261
| -3% | -$12.5K | 0.05% | 134 |
|
|
2021
Q3 | $443K | Buy |
9,552
+27
| +0.3% | +$1.25K | 0.05% | 131 |
|
|
2021
Q2 | $431K | Buy |
9,525
+826
| +9% | +$37.4K | 0.05% | 130 |
|
|
2021
Q1 | $340K | Sell |
8,699
-289
| -3% | -$11.3K | 0.05% | 139 |
|
|
2020
Q4 | $271K | Sell |
8,988
-55
| -0.6% | -$1.66K | 0.04% | 153 |
|
|
2020
Q3 | $213K | Sell |
9,043
-1,071
| -11% | -$25.2K | 0.03% | 170 |
|
|
2020
Q2 | $259K | Sell |
10,114
-403
| -4% | -$10.3K | 0.05% | 139 |
|
|
2020
Q1 | $302K | Sell |
10,517
-561
| -5% | -$16.1K | 0.06% | 122 |
|
|
2019
Q4 | $596K | Sell |
11,078
-281
| -2% | -$15.1K | 0.1% | 98 |
|
|
2019
Q3 | $573K | Sell |
11,359
-1,686
| -13% | -$85.1K | 0.11% | 101 |
|
|
2019
Q2 | $618K | Buy |
13,045
+2,785
| +27% | +$132K | 0.12% | 100 |
|
|
2019
Q1 | $495K | Buy |
10,260
+663
| +7% | +$32K | 0.11% | 106 |
|
|
2018
Q4 | $442K | Buy |
9,597
+649
| +7% | +$29.9K | 0.11% | 109 |
|
|
2018
Q3 | $470K | Sell |
8,948
-515
| -5% | -$27.1K | 0.11% | 100 |
|
|
2018
Q2 | $524K | Buy |
9,463
+553
| +6% | +$30.6K | 0.14% | 89 |
|
|
2018
Q1 | $467K | Sell |
8,910
-1,046
| -11% | -$54.8K | 0.13% | 99 |
|
|
2017
Q4 | $601K | Sell |
9,956
-991
| -9% | -$59.8K | 0.14% | 93 |
|
|
2017
Q3 | $604K | Sell |
10,947
-283
| -3% | -$15.6K | 0.15% | 93 |
|
|
2017
Q2 | $622K | Buy |
11,230
+239
| +2% | +$13.2K | 0.17% | 93 |
|
|
2017
Q1 | $612K | Sell |
10,991
-2,538
| -19% | -$141K | 0.16% | 94 |
|
|
2016
Q4 | $746K | Buy |
13,529
+2,100
| +18% | +$116K | 0.22% | 79 |
|
|
2016
Q3 | $506K | Buy |
11,429
+100
| +0.9% | +$4.43K | 0.15% | 77 |
|
|
2016
Q2 | $536K | Buy |
11,329
+2,005
| +22% | +$94.9K | 0.13% | 73 |
|
|
2016
Q1 | $451K | Sell |
9,324
-479
| -5% | -$23.2K | 0.11% | 78 |
|
|
2015
Q4 | $533K | Sell |
9,803
-71,153
| -88% | -$3.87M | 0.13% | 68 |
|
|
2015
Q3 | $4.16M | Buy |
80,956
+71,219
| +731% | +$3.66M | 1.13% | 11 |
|
|
2015
Q2 | $548K | Buy |
9,737
+2,200
| +29% | +$124K | 0.17% | 68 |
|
|
2015
Q1 | $410K | Sell |
7,537
-2,950
| -28% | -$160K | 0.15% | 70 |
|
|
2014
Q4 | $575K | Buy |
10,487
+164
| +2% | +$8.99K | 0.23% | 62 |
|
|
2014
Q3 | $535K | Sell |
10,323
-330
| -3% | -$17.1K | 0.18% | 65 |
|
|
2014
Q2 | $560K | Buy |
10,653
+5,985
| +128% | +$315K | 0.23% | 58 |
|
|
2014
Q1 | $232K | Sell |
4,668
-24,094
| -84% | -$1.2M | 0.1% | 66 |
|
|
2013
Q4 | $1.31M | Buy |
+28,762
| New | +$1.31M | 0.6% | 30 |
|