Stifel Financial’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225M | Buy |
2,811,047
+153,550
| +6% | +$12.3M | 0.22% | 106 |
|
|
2025
Q1 | $191M | Sell |
2,657,497
-59,856
| -2% | -$4.3M | 0.2% | 112 |
|
|
2024
Q4 | $191M | Sell |
2,717,353
-59,346
| -2% | -$4.17M | 0.2% | 112 |
|
|
2024
Q3 | $157M | Buy |
2,776,699
+33,832
| +1% | +$1.91M | 0.16% | 138 |
|
|
2024
Q2 | $163M | Sell |
2,742,867
-142,696
| -5% | -$8.47M | 0.18% | 122 |
|
|
2024
Q1 | $167M | Buy |
2,885,563
+208,543
| +8% | +$12.1M | 0.19% | 123 |
|
|
2023
Q4 | $132M | Buy |
2,677,020
+133,299
| +5% | +$6.56M | 0.17% | 138 |
|
|
2023
Q3 | $104M | Buy |
2,543,721
+184,930
| +8% | +$7.56M | 0.15% | 155 |
|
|
2023
Q2 | $101M | Buy |
2,358,791
+44,921
| +2% | +$1.92M | 0.14% | 167 |
|
|
2023
Q1 | $86.5M | Buy |
2,313,870
+110,906
| +5% | +$4.15M | 0.12% | 176 |
|
|
2022
Q4 | $91M | Buy |
2,202,964
+69,794
| +3% | +$2.88M | 0.14% | 169 |
|
|
2022
Q3 | $85.8M | Buy |
2,133,170
+114,134
| +6% | +$4.59M | 0.14% | 164 |
|
|
2022
Q2 | $79.1M | Buy |
2,019,036
+100,881
| +5% | +$3.95M | 0.12% | 181 |
|
|
2022
Q1 | $93M | Buy |
1,918,155
+11,915
| +0.6% | +$577K | 0.13% | 179 |
|
|
2021
Q4 | $91.5M | Sell |
1,906,240
-4,957
| -0.3% | -$238K | 0.12% | 176 |
|
|
2021
Q3 | $88.7M | Buy |
1,911,197
+13,164
| +0.7% | +$611K | 0.13% | 168 |
|
|
2021
Q2 | $86M | Buy |
1,898,033
+123,190
| +7% | +$5.58M | 0.13% | 167 |
|
|
2021
Q1 | $69.3M | Buy |
1,774,843
+192,722
| +12% | +$7.53M | 0.11% | 184 |
|
|
2020
Q4 | $47.7M | Buy |
1,582,121
+27,362
| +2% | +$826K | 0.09% | 231 |
|
|
2020
Q3 | $36.6M | Sell |
1,554,759
-469,678
| -23% | -$11M | 0.08% | 242 |
|
|
2020
Q2 | $51.8M | Sell |
2,024,437
-1,070,909
| -35% | -$27.4M | 0.12% | 178 |
|
|
2020
Q1 | $88.9M | Buy |
3,095,346
+38,507
| +1% | +$1.11M | 0.25% | 109 |
|
|
2019
Q4 | $165M | Buy |
3,056,839
+324,702
| +12% | +$17.5M | 0.34% | 79 |
|
|
2019
Q3 | $138M | Sell |
2,732,137
-76,722
| -3% | -$3.87M | 0.35% | 63 |
|
|
2019
Q2 | $133M | Buy |
2,808,859
+181,392
| +7% | +$8.58M | 0.34% | 66 |
|
|
2019
Q1 | $127M | Buy |
2,627,467
+38,517
| +1% | +$1.86M | 0.36% | 63 |
|
|
2018
Q4 | $119M | Buy |
2,588,950
+159,894
| +7% | +$7.37M | 0.39% | 51 |
|
|
2018
Q3 | $128M | Buy |
2,429,056
+140,683
| +6% | +$7.4M | 0.37% | 58 |
|
|
2018
Q2 | $127M | Sell |
2,288,373
-89,956
| -4% | -$4.97M | 0.39% | 56 |
|
|
2018
Q1 | $125M | Sell |
2,378,329
-396,897
| -14% | -$20.8M | 0.39% | 58 |
|
|
2017
Q4 | $168M | Sell |
2,775,226
-80,208
| -3% | -$4.86M | 0.53% | 32 |
|
|
2017
Q3 | $158M | Sell |
2,855,434
-25,025
| -0.9% | -$1.38M | 0.55% | 33 |
|
|
2017
Q2 | $160M | Sell |
2,880,459
-563,850
| -16% | -$31.2M | 0.59% | 31 |
|
|
2017
Q1 | $192M | Sell |
3,444,309
-55,314
| -2% | -$3.08M | 0.74% | 17 |
|
|
2016
Q4 | $193M | Sell |
3,499,623
-469,291
| -12% | -$25.9M | 0.82% | 15 |
|
|
2016
Q3 | $176M | Sell |
3,968,914
-810,407
| -17% | -$35.9M | 0.79% | 17 |
|
|
2016
Q2 | $226M | Buy |
4,779,321
+213,696
| +5% | +$10.1M | 1.05% | 11 |
|
|
2016
Q1 | $221M | Sell |
4,565,625
-74,889
| -2% | -$3.62M | 1.18% | 8 |
|
|
2015
Q4 | $252M | Buy |
4,640,514
+862,922
| +23% | +$46.9M | 1.31% | 4 |
|
|
2015
Q3 | $194M | Buy |
3,777,592
+286,886
| +8% | +$14.7M | 1.09% | 5 |
|
|
2015
Q2 | $196M | Buy |
3,490,706
+598,868
| +21% | +$33.6M | 1.01% | 5 |
|
|
2015
Q1 | $157M | Sell |
2,891,838
-58,266
| -2% | -$3.17M | 0.86% | 8 |
|
|
2014
Q4 | $162M | Buy |
2,950,104
+1,466,370
| +99% | +$80.4M | 0.9% | 6 |
|
|
2014
Q3 | $77M | Buy |
1,483,734
+982
| +0.1% | +$50.9K | 0.68% | 15 |
|
|
2014
Q2 | $77.9M | Buy |
1,482,752
+120,189
| +9% | +$6.32M | 0.7% | 17 |
|
|
2014
Q1 | $67.8M | Buy |
+1,362,563
| New | +$67.8M | 0.65% | 17 |
|