Stephens Inc’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 | $6.88M | Buy |
85,836
+2,224
| +3% | +$178K | 0.09% | 223 |
|
|
2025
Q1 | $6M | Sell |
83,612
-3,700
| -4% | -$266K | 0.09% | 240 |
|
|
2024
Q4 | $6.13M | Sell |
87,312
-206
| -0.2% | -$14.5K | 0.09% | 229 |
|
|
2024
Q3 | $4.94M | Sell |
87,518
-1,462
| -2% | -$82.6K | 0.07% | 272 |
|
|
2024
Q2 | $5.28M | Sell |
88,980
-6,838
| -7% | -$406K | 0.08% | 246 |
|
|
2024
Q1 | $5.55M | Sell |
95,818
-1,520
| -2% | -$88.1K | 0.09% | 241 |
|
|
2023
Q4 | $4.79M | Buy |
97,338
+1,931
| +2% | +$95K | 0.08% | 243 |
|
|
2023
Q3 | $3.9M | Sell |
95,407
-3,741
| -4% | -$153K | 0.07% | 263 |
|
|
2023
Q2 | $4.23M | Buy |
99,148
+22,744
| +30% | +$971K | 0.08% | 256 |
|
|
2023
Q1 | $2.86M | Buy |
76,404
+6,069
| +9% | +$227K | 0.05% | 316 |
|
|
2022
Q4 | $2.9M | Sell |
70,335
-22,082
| -24% | -$912K | 0.06% | 301 |
|
|
2022
Q3 | $3.72M | Sell |
92,417
-172,980
| -65% | -$6.96M | 0.08% | 256 |
|
|
2022
Q2 | $10.4M | Sell |
265,397
-18,776
| -7% | -$735K | 0.21% | 111 |
|
|
2022
Q1 | $13.8M | Buy |
284,173
+25,730
| +10% | +$1.25M | 0.22% | 98 |
|
|
2021
Q4 | $12.4M | Sell |
258,443
-40,681
| -14% | -$1.95M | 0.19% | 118 |
|
|
2021
Q3 | $13.9M | Sell |
299,124
-14,754
| -5% | -$686K | 0.22% | 111 |
|
|
2021
Q2 | $14.2M | Buy |
313,878
+168,941
| +117% | +$7.66M | 0.21% | 115 |
|
|
2021
Q1 | $5.68M | Sell |
144,937
-24,866
| -15% | -$974K | 0.09% | 224 |
|
|
2020
Q4 | $5.14M | Sell |
169,803
-2,867
| -2% | -$86.8K | 0.09% | 233 |
|
|
2020
Q3 | $4.06M | Buy |
172,670
+8,035
| +5% | +$189K | 0.08% | 244 |
|
|
2020
Q2 | $4.22M | Sell |
164,635
-31,306
| -16% | -$801K | 0.09% | 229 |
|
|
2020
Q1 | $5.62M | Buy |
195,941
+21,022
| +12% | +$603K | 0.15% | 151 |
|
|
2019
Q4 | $9.41M | Sell |
174,919
-3,049
| -2% | -$164K | 0.2% | 116 |
|
|
2019
Q3 | $8.98M | Sell |
177,968
-1,933
| -1% | -$97.5K | 0.2% | 120 |
|
|
2019
Q2 | $8.51M | Buy |
179,901
+10,253
| +6% | +$485K | 0.19% | 120 |
|
|
2019
Q1 | $8.2M | Buy |
169,648
+7,661
| +5% | +$370K | 0.19% | 119 |
|
|
2018
Q4 | $7.46M | Sell |
161,987
-10,938
| -6% | -$504K | 0.21% | 104 |
|
|
2018
Q3 | $9.09M | Sell |
172,925
-13,700
| -7% | -$720K | 0.23% | 100 |
|
|
2018
Q2 | $10.3M | Buy |
186,625
+519
| +0.3% | +$28.8K | 0.31% | 73 |
|
|
2018
Q1 | $9.75M | Sell |
186,106
-10,022
| -5% | -$525K | 0.36% | 63 |
|
|
2017
Q4 | $11.9M | Sell |
196,128
-8,732
| -4% | -$530K | 0.45% | 50 |
|
|
2017
Q3 | $11.3M | Sell |
204,860
-3,636
| -2% | -$201K | 0.41% | 49 |
|
|
2017
Q2 | $11.6M | Buy |
208,496
+3,015
| +1% | +$167K | 0.4% | 48 |
|
|
2017
Q1 | $11.4M | Buy |
205,481
+18,250
| +10% | +$1.02M | 0.42% | 46 |
|
|
2016
Q4 | $10.3M | Sell |
187,231
-17,869
| -9% | -$985K | 0.42% | 47 |
|
|
2016
Q3 | $9.08M | Sell |
205,100
-17,017
| -8% | -$754K | 0.4% | 48 |
|
|
2016
Q2 | $10.5M | Buy |
222,117
+11,237
| +5% | +$532K | 0.47% | 40 |
|
|
2016
Q1 | $10.2M | Buy |
210,880
+21,916
| +12% | +$1.06M | 0.5% | 35 |
|
|
2015
Q4 | $10.3M | Buy |
188,964
+18,974
| +11% | +$1.03M | 0.52% | 34 |
|
|
2015
Q3 | $8.73M | Buy |
169,990
+5,040
| +3% | +$259K | 0.45% | 36 |
|
|
2015
Q2 | $9.28M | Buy |
164,950
+19,921
| +14% | +$1.12M | 0.42% | 41 |
|
|
2015
Q1 | $7.89M | Buy |
145,029
+21,192
| +17% | +$1.15M | 0.36% | 52 |
|
|
2014
Q4 | $6.79M | Buy |
123,837
+13,551
| +12% | +$743K | 0.32% | 62 |
|
|
2014
Q3 | $5.72M | Buy |
110,286
+36,938
| +50% | +$1.92M | 0.28% | 71 |
|
|
2014
Q2 | $3.86M | Buy |
73,348
+2,018
| +3% | +$106K | 0.19% | 125 |
|
|
2014
Q1 | $3.55M | Buy |
71,330
+1,149
| +2% | +$57.2K | 0.19% | 135 |
|
|
2013
Q4 | $3.19M | Buy |
70,181
+1,392
| +2% | +$63.2K | 0.16% | 141 |
|
|
2013
Q3 | $2.84M | Buy |
68,789
+1,428
| +2% | +$59K | 0.15% | 137 |
|
|
2013
Q2 | $2.78M | Buy |
+67,361
| New | +$2.78M | 0.16% | 123 |
|