Stifel Financial’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Sell |
13,089
-2,550
| -16% | -$159K | ﹤0.01% | 2468 |
|
|
2025
Q1 | $637K | Sell |
15,639
-855
| -5% | -$34.8K | ﹤0.01% | 2523 |
|
|
2024
Q4 | $628K | Buy |
16,494
+461
| +3% | +$17.6K | ﹤0.01% | 2542 |
|
|
2024
Q3 | $657K | Buy |
16,033
+1,474
| +10% | +$60.4K | ﹤0.01% | 2498 |
|
|
2024
Q2 | $420K | Buy |
14,559
+53
| +0.4% | +$1.53K | ﹤0.01% | 2736 |
|
|
2024
Q1 | $421K | Sell |
14,506
-84
| -0.6% | -$2.44K | ﹤0.01% | 2719 |
|
|
2023
Q4 | $314K | Sell |
14,590
-645
| -4% | -$13.9K | ﹤0.01% | 2818 |
|
|
2023
Q3 | $311K | Buy |
15,235
+787
| +5% | +$16.1K | ﹤0.01% | 2769 |
|
|
2023
Q2 | $277K | Buy |
14,448
+832
| +6% | +$15.9K | ﹤0.01% | 2866 |
|
|
2023
Q1 | $213K | Buy |
13,616
+539
| +4% | +$8.42K | ﹤0.01% | 3018 |
|
|
2022
Q4 | $233K | Sell |
13,077
-436
| -3% | -$7.78K | ﹤0.01% | 2908 |
|
|
2022
Q3 | $200K | Buy |
13,513
+209
| +2% | +$3.09K | ﹤0.01% | 2956 |
|
|
2022
Q2 | $367K | Sell |
13,304
-52
| -0.4% | -$1.43K | ﹤0.01% | 2637 |
|
|
2022
Q1 | $410K | Sell |
13,356
-6,048
| -31% | -$186K | ﹤0.01% | 2685 |
|
|
2021
Q4 | $684K | Buy |
19,404
+829
| +4% | +$29.2K | ﹤0.01% | 2409 |
|
|
2021
Q3 | $662K | Sell |
18,575
-974
| -5% | -$34.7K | ﹤0.01% | 2411 |
|
|
2021
Q2 | $736K | Sell |
19,549
-445
| -2% | -$16.8K | ﹤0.01% | 2336 |
|
|
2021
Q1 | $821K | Buy |
19,994
+5,655
| +39% | +$232K | ﹤0.01% | 2126 |
|
|
2020
Q4 | $597K | Buy |
+14,339
| New | +$597K | ﹤0.01% | 2211 |
|
|
2020
Q1 | – | Sell |
-8,484
| Closed | -$272K | – | 3105 |
|
|
2019
Q4 | $272K | Buy |
8,484
+1,588
| +23% | +$50.9K | ﹤0.01% | 2589 |
|
|
2019
Q3 | $242K | Buy |
+6,896
| New | +$242K | ﹤0.01% | 2555 |
|