Spirit of America Management Corp’s Wells Fargo WFC Stock Holding History

Spirit of America Management Corp’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$160K	Hold	2,000	–	–	0.03%	259
2025 Q1	$144K	Hold	2,000	–	–	0.03%	259
2024 Q4	$140K	Hold	2,000	–	–	0.03%	259
2024 Q3	$113K	Hold	2,000	–	–	0.02%	275
2024 Q2	$119K	Hold	2,000	–	–	0.02%	271
2024 Q1	$116K	Hold	2,000	–	–	0.02%	249
2023 Q4	$98.4K	Hold	2,000	–	–	0.02%	244
2023 Q3	$81.7K	Hold	2,000	–	–	0.02%	219
2023 Q2	$85.4K	Hold	2,000	–	–	0.02%	218
2023 Q1	$74.8K	Sell	2,000 -4,500	-69%	-$168K	0.02%	214
2022 Q4	$268K	Hold	6,500	–	–	0.06%	173
2022 Q3	$261K	Hold	6,500	–	–	0.06%	180
2022 Q2	$255K	Hold	6,500	–	–	0.06%	184
2022 Q1	$315K	Buy	6,500 +1,000	+18%	+$48.5K	0.06%	180
2021 Q4	$264K	Hold	5,500	–	–	0.05%	191
2021 Q3	$255K	Hold	5,500	–	–	0.05%	194
2021 Q2	$249K	Buy	+5,500	New	+$249K	0.05%	190
2018 Q1	–	Sell	-23,376	Closed	-$1.42M	–	268
2017 Q4	$1.42M	Buy	23,376 +1,700	+8%	+$103K	0.16%	112
2017 Q3	$1.2M	Hold	21,676	–	–	0.13%	123
2017 Q2	$1.2M	Hold	21,676	–	–	0.13%	118
2017 Q1	$1.21M	Buy	21,676 +1,770	+9%	+$98.5K	0.13%	117
2016 Q4	$1.1M	Buy	19,906 +6,050	+44%	+$333K	0.13%	120
2016 Q3	$614K	Buy	13,856 +1,300	+10%	+$57.6K	0.08%	178
2016 Q2	$594K	Sell	12,556 -3,630	-22%	-$172K	0.09%	172
2016 Q1	$783K	Hold	16,186	–	–	0.14%	133
2015 Q4	$880K	Hold	16,186	–	–	0.17%	119
2015 Q3	$831K	Hold	16,186	–	–	0.17%	117
2015 Q2	$910K	Sell	16,186 -13,500	-45%	-$759K	0.18%	121
2015 Q1	$1.62M	Hold	29,686	–	–	0.34%	76
2014 Q4	$1.63M	Hold	29,686	–	–	0.41%	65
2014 Q3	$1.54M	Hold	29,686	–	–	0.47%	58
2014 Q2	$1.56M	Hold	29,686	–	–	0.62%	39
2014 Q1	$1.48M	Buy	+29,686	New	+$1.48M	0.61%	44
2013 Q4	–	Sell	-29,686	Closed	-$1.23M	–	192
2013 Q3	$1.23M	Hold	29,686	–	–	0.45%	59
2013 Q2	$1.23M	Buy	+29,686	New	+$1.23M	0.44%	65