Southland Equity Partners’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	$358K	Buy	4,466 +6	+0.1%	+$481	0.08%	161
2025 Q1	$320K	Buy	4,460 +133	+3%	+$9.55K	0.07%	169
2024 Q4	$304K	Buy	4,327 +6	+0.1%	+$421	0.07%	169
2024 Q3	$244K	Buy	4,321 +829	+24%	+$46.8K	0.06%	196
2024 Q2	$207K	Buy	+3,492	New	+$207K	0.06%	199