Sonora Investment Management Group’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
5,716
+1,017
+22% +$81.5K 0.03% 178
2025
Q1
$337K Buy
4,699
+973
+26% +$69.9K 0.03% 206
2024
Q4
$262K Sell
3,726
-137
-4% -$9.62K 0.02% 232
2024
Q3
$218K Buy
+3,863
New +$218K 0.02% 259