Stifel Financial’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
20,322
-6,890
| -25% | -$202K | ﹤0.01% | 2669 |
|
|
2025
Q1 | $778K | Sell |
27,212
-172
| -0.6% | -$4.92K | ﹤0.01% | 2394 |
|
|
2024
Q4 | $883K | Sell |
27,384
-819
| -3% | -$26.4K | ﹤0.01% | 2333 |
|
|
2024
Q3 | $983K | Sell |
28,203
-1,213
| -4% | -$42.3K | ﹤0.01% | 2239 |
|
|
2024
Q2 | $841K | Sell |
29,416
-2,036
| -6% | -$58.2K | ﹤0.01% | 2286 |
|
|
2024
Q1 | $913K | Sell |
31,452
-4,661
| -13% | -$135K | ﹤0.01% | 2235 |
|
|
2023
Q4 | $1.19M | Sell |
36,113
-10,356
| -22% | -$341K | ﹤0.01% | 2024 |
|
|
2023
Q3 | $1.19M | Buy |
46,469
+3,819
| +9% | +$97.8K | ﹤0.01% | 1928 |
|
|
2023
Q2 | $1.13M | Sell |
42,650
-3,371
| -7% | -$89.4K | ﹤0.01% | 2009 |
|
|
2023
Q1 | $1.39M | Sell |
46,021
-5,198
| -10% | -$157K | ﹤0.01% | 1807 |
|
|
2022
Q4 | $1.72M | Buy |
51,219
+6,426
| +14% | +$216K | ﹤0.01% | 1627 |
|
|
2022
Q3 | $1.34M | Sell |
44,793
-1,151
| -3% | -$34.5K | ﹤0.01% | 1750 |
|
|
2022
Q2 | $1.38M | Buy |
45,944
+736
| +2% | +$22.1K | ﹤0.01% | 1763 |
|
|
2022
Q1 | $1.48M | Buy |
45,208
+431
| +1% | +$14.1K | ﹤0.01% | 1850 |
|
|
2021
Q4 | $1.5M | Sell |
44,777
-391
| -0.9% | -$13.1K | ﹤0.01% | 1836 |
|
|
2021
Q3 | $1.55M | Buy |
45,168
+644
| +1% | +$22.1K | ﹤0.01% | 1756 |
|
|
2021
Q2 | $1.42M | Buy |
44,524
+1,883
| +4% | +$59.8K | ﹤0.01% | 1843 |
|
|
2021
Q1 | $1.31M | Buy |
42,641
+16,281
| +62% | +$501K | ﹤0.01% | 1819 |
|
|
2020
Q4 | $679K | Buy |
+26,360
| New | +$679K | ﹤0.01% | 2124 |
|
|
2014
Q4 | – | Sell |
-18,254
| Closed | -$372K | – | 2400 |
|
|
2014
Q3 | $372K | Buy |
+18,254
| New | +$372K | ﹤0.01% | 1689 |
|
|
2014
Q2 | – | Sell |
-8,669
| Closed | -$202K | – | 2223 |
|
|
2014
Q1 | $202K | Buy |
+8,669
| New | +$202K | ﹤0.01% | 1916 |
|