SCM
SOL Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Sell |
50,313
-200
| -0.4% | -$16K | 0.39% | 70 |
|
|
2025
Q1 | $3.63M | Hold |
50,513
| – | – | 0.4% | 74 |
|
|
2024
Q4 | $3.55M | Sell |
50,513
-50
| -0.1% | -$3.51K | 0.4% | 73 |
|
|
2024
Q3 | $2.86M | Sell |
50,563
-260
| -0.5% | -$14.7K | 0.32% | 88 |
|
|
2024
Q2 | $3.02M | Sell |
50,823
-1,320
| -3% | -$78.4K | 0.36% | 76 |
|
|
2024
Q1 | $3.02M | Sell |
52,143
-1,500
| -3% | -$86.9K | 0.38% | 78 |
|
|
2023
Q4 | $2.64M | Sell |
53,643
-1,600
| -3% | -$78.7K | 0.36% | 84 |
|
|
2023
Q3 | $2.26M | Hold |
55,243
| – | – | 0.35% | 85 |
|
|
2023
Q2 | $2.36M | Sell |
55,243
-125
| -0.2% | -$5.34K | 0.36% | 85 |
|
|
2023
Q1 | $2.07M | Sell |
55,368
-200
| -0.4% | -$7.48K | 0.34% | 95 |
|
|
2022
Q4 | $2.29M | Sell |
55,568
-250
| -0.4% | -$10.3K | 0.41% | 74 |
|
|
2022
Q3 | $2.25M | Sell |
55,818
-100
| -0.2% | -$4.02K | 0.47% | 63 |
|
|
2022
Q2 | $2.19M | Sell |
55,918
-232
| -0.4% | -$9.09K | 0.44% | 67 |
|
|
2022
Q1 | $2.72M | Sell |
56,150
-3,985
| -7% | -$193K | 0.49% | 59 |
|
|
2021
Q4 | $2.89M | Sell |
60,135
-1,900
| -3% | -$91.2K | 0.52% | 54 |
|
|
2021
Q3 | $2.88M | Sell |
62,035
-1,325
| -2% | -$61.5K | 0.57% | 47 |
|
|
2021
Q2 | $2.87M | Sell |
63,360
-4,628
| -7% | -$210K | 0.57% | 48 |
|
|
2021
Q1 | $2.66M | Sell |
67,988
-350
| -0.5% | -$13.7K | 0.56% | 50 |
|
|
2020
Q4 | $2.06M | Buy |
68,338
+5,079
| +8% | +$153K | 0.48% | 61 |
|
|
2020
Q3 | $1.49M | Buy |
63,259
+10,239
| +19% | +$241K | 0.41% | 72 |
|
|
2020
Q2 | $1.36M | Buy |
53,020
+15,255
| +40% | +$390K | 0.38% | 70 |
|
|
2020
Q1 | $1.08M | Buy |
37,765
+5,033
| +15% | +$144K | 0.36% | 78 |
|
|
2019
Q4 | $1.76M | Sell |
32,732
-235
| -0.7% | -$12.6K | 0.44% | 68 |
|
|
2019
Q3 | $1.66M | Buy |
32,967
+1,275
| +4% | +$64.3K | 0.45% | 69 |
|
|
2019
Q2 | $1.5M | Buy |
31,692
+1,389
| +5% | +$65.7K | 0.41% | 74 |
|
|
2019
Q1 | $1.46M | Sell |
30,303
-628
| -2% | -$30.3K | 0.41% | 76 |
|
|
2018
Q4 | $1.43M | Sell |
30,931
-330
| -1% | -$15.2K | 0.46% | 71 |
|
|
2018
Q3 | $1.64M | Sell |
31,261
-276
| -0.9% | -$14.5K | 0.44% | 68 |
|
|
2018
Q2 | $1.75M | Buy |
31,537
+428
| +1% | +$23.7K | 0.5% | 59 |
|
|
2018
Q1 | $1.63M | Sell |
31,109
-394
| -1% | -$20.6K | 0.47% | 59 |
|
|
2017
Q4 | $1.91M | Sell |
31,503
-4,600
| -13% | -$279K | 0.55% | 51 |
|
|
2017
Q3 | $1.99M | Sell |
36,103
-295
| -0.8% | -$16.3K | 0.56% | 46 |
|
|
2017
Q2 | $2.02M | Sell |
36,398
-500
| -1% | -$27.7K | 0.55% | 48 |
|
|
2017
Q1 | $2.05M | Sell |
36,898
-320
| -0.9% | -$17.8K | 0.58% | 43 |
|
|
2016
Q4 | $2.05M | Buy |
37,218
+1,850
| +5% | +$102K | 0.62% | 39 |
|
|
2016
Q3 | $1.57M | Buy |
35,368
+901
| +3% | +$39.9K | 0.52% | 48 |
|
|
2016
Q2 | $1.63M | Sell |
34,467
-930
| -3% | -$44K | 0.54% | 42 |
|
|
2016
Q1 | $1.71M | Hold |
35,397
| – | – | 0.58% | 41 |
|
|
2015
Q4 | $1.92M | Sell |
35,397
-1,000
| -3% | -$54.4K | 0.68% | 34 |
|
|
2015
Q3 | $1.87M | Sell |
36,397
-200
| -0.5% | -$10.3K | 0.72% | 34 |
|
|
2015
Q2 | $2.06M | Sell |
36,597
-380
| -1% | -$21.4K | 0.75% | 32 |
|
|
2015
Q1 | $2.01M | Buy |
36,977
+675
| +2% | +$36.7K | 0.74% | 30 |
|
|
2014
Q4 | $1.99M | Sell |
36,302
-100
| -0.3% | -$5.48K | 0.77% | 26 |
|
|
2014
Q3 | $1.89M | Sell |
36,402
-1,590
| -4% | -$82.5K | 0.78% | 25 |
|
|
2014
Q2 | $2M | Sell |
37,992
-815
| -2% | -$42.8K | 0.8% | 25 |
|
|
2014
Q1 | $1.93M | Sell |
38,807
-1,925
| -5% | -$95.7K | 0.75% | 26 |
|
|
2013
Q4 | $1.85M | Buy |
40,732
+2,225
| +6% | +$101K | 0.71% | 27 |
|
|
2013
Q3 | $1.59M | Sell |
38,507
-110
| -0.3% | -$4.55K | 0.66% | 28 |
|
|
2013
Q2 | $1.59M | Buy |
+38,617
| New | +$1.59M | 0.65% | 29 |
|