Stifel Financial’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.91M | Buy |
24,925
+6,004
| +32% | +$582K | ﹤0.01% | 1692 |
|
|
2025
Q4 | $1.4M | Buy |
18,921
+2,158
| +13% | +$154K | ﹤0.01% | 2216 |
|
|
2025
Q3 | $1.29M | Buy |
16,763
+4,406
| +36% | +$367K | ﹤0.01% | 2221 |
|
|
2025
Q2 | $938K | Buy |
12,357
+5,179
| +72% | +$424K | ﹤0.01% | 2374 |
|
|
2025
Q1 | $718K | Buy |
7,178
+5,183
| +260% | +$574K | ﹤0.01% | 2442 |
|
|
2024
Q4 | $229K | Sell |
1,995
-155
| -7% | -$20.2K | ﹤0.01% | 3107 |
|
|
2024
Q3 | $323K | Sell |
2,150
-18,622
| -90% | -$2.68M | ﹤0.01% | 2918 |
|
|
2024
Q2 | $3.01M | Buy |
20,772
+18,336
| +753% | +$2.82M | ﹤0.01% | 1450 |
|
|
2024
Q1 | $372K | Sell |
2,436
-61
| -2% | -$8.59K | ﹤0.01% | 2779 |
|
|
2023
Q4 | $350K | Buy |
+2,497
| New | +$317K | ﹤0.01% | 2757 |
|
|
2023
Q2 | – | Sell |
-2,045
| Closed | -$237K | – | 3428 |
|
|
2023
Q1 | $237K | Buy |
+2,045
| New | +$236K | ﹤0.01% | 2953 |
|
|
2020
Q3 | – | Sell |
-41,871
| Closed | -$2.25M | – | 2992 |
|
|
2020
Q2 | $2.25M | Sell |
41,871
-2,569
| -6% | -$118K | 0.01% | 1096 |
|
|
2020
Q1 | $1.78M | Buy |
44,440
+150
| +0.3% | +$8.43K | ﹤0.01% | 1098 |
|
|
2019
Q4 | $3.08M | Sell |
44,290
-10,339
| -19% | -$694K | 0.01% | 1085 |
|
|
2019
Q3 | $3.57M | Sell |
54,629
-18,848
| -26% | -$1.21M | 0.01% | 980 |
|
|
2019
Q2 | $5.08M | Sell |
73,477
-2,347
| -3% | -$156K | 0.01% | 854 |
|
|
2019
Q1 | $5.09M | Buy |
75,824
+9,594
| +14% | +$695K | 0.01% | 807 |
|
|
2018
Q4 | $4.36M | Buy |
66,230
+62,828
| +1,847% | +$4.54M | 0.01% | 831 |
|
|
2018
Q3 | $280K | Buy |
3,402
+925
| +37% | +$90.5K | ﹤0.01% | 2401 |
|
|
2018
Q2 | $267K | Buy |
+2,477
| New | +$278K | ﹤0.01% | 2371 |
|
Other funds holding WLK
OAG
BIP
VPM
VCM
