Steward Partners Investment Advisory’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.8K | Hold |
1,906
| – | – | ﹤0.01% | 2420 |
|
|
2025
Q1 | $54.5K | Hold |
1,906
| – | – | ﹤0.01% | 2342 |
|
|
2024
Q4 | $61.4K | Hold |
1,906
| – | – | ﹤0.01% | 2229 |
|
|
2024
Q3 | $66.4K | Hold |
1,906
| – | – | ﹤0.01% | 2089 |
|
|
2024
Q2 | $54.5K | Hold |
1,906
| – | – | ﹤0.01% | 2062 |
|
|
2024
Q1 | $55.3K | Sell |
1,906
-217
| -10% | -$6.3K | ﹤0.01% | 2059 |
|
|
2023
Q4 | $70K | Buy |
2,123
+217
| +11% | +$7.15K | ﹤0.01% | 1835 |
|
|
2023
Q3 | $48.8K | Buy |
1,906
+1,000
| +110% | +$25.6K | ﹤0.01% | 1924 |
|
|
2023
Q2 | $24K | Hold |
906
| – | – | ﹤0.01% | 2198 |
|
|
2023
Q1 | $27.3K | Hold |
906
| – | – | ﹤0.01% | 2117 |
|
|
2022
Q4 | $30.4K | Hold |
906
| – | – | ﹤0.01% | 2040 |
|
|
2022
Q3 | $27K | Hold |
906
| – | – | ﹤0.01% | 2080 |
|
|
2022
Q2 | $27K | Hold |
906
| – | – | ﹤0.01% | 2097 |
|
|
2022
Q1 | $30K | Hold |
906
| – | – | ﹤0.01% | 2182 |
|
|
2021
Q4 | $30K | Hold |
906
| – | – | ﹤0.01% | 2150 |
|
|
2021
Q3 | $31K | Hold |
906
| – | – | ﹤0.01% | 2119 |
|
|
2021
Q2 | $29K | Hold |
906
| – | – | ﹤0.01% | 4315 |
|
|
2021
Q1 | $27.9K | Hold |
906
| – | – | ﹤0.01% | 2304 |
|
|
2020
Q4 | $23K | Hold |
906
| – | – | ﹤0.01% | 2009 |
|
|
2020
Q3 | $19K | Hold |
906
| – | – | ﹤0.01% | 1917 |
|
|
2020
Q2 | $24K | Hold |
906
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q1 | $23K | Hold |
906
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q4 | $33K | Hold |
906
| – | – | ﹤0.01% | 1573 |
|
|
2019
Q3 | $33K | Hold |
906
| – | – | ﹤0.01% | 1539 |
|
|
2019
Q2 | $31K | Buy |
+906
| New | +$31K | ﹤0.01% | 1541 |
|