StoneX Group’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
914
-2
| -0.2% | -$2.35K | 0.05% | 310 |
|
|
2025
Q1 | $1.1M | Sell |
916
-94
| -9% | -$113K | 0.06% | 264 |
|
|
2024
Q4 | $1.21M | Buy |
1,010
+31
| +3% | +$37K | 0.07% | 250 |
|
|
2024
Q3 | $1.25M | Sell |
979
-19
| -2% | -$24.4K | 0.56% | 35 |
|
|
2024
Q2 | $1.19M | Sell |
998
-103
| -9% | -$122K | 0.55% | 36 |
|
|
2024
Q1 | $1.34M | Buy |
1,101
+49
| +5% | +$59.7K | 0.69% | 30 |
|
|
2023
Q4 | $1.26M | Sell |
1,052
-51
| -5% | -$61K | 0.67% | 30 |
|
|
2023
Q3 | $1.23M | Buy |
1,103
+24
| +2% | +$26.8K | 0.68% | 22 |
|
|
2023
Q2 | $1.24M | Buy |
1,079
+113
| +12% | +$130K | 0.7% | 22 |
|
|
2023
Q1 | $1.14M | Buy |
966
+64
| +7% | +$75.3K | 0.68% | 23 |
|
|
2022
Q4 | $1.07M | Buy |
+902
| New | +$1.07M | 0.16% | 105 |
|
|
2022
Q2 | – | Sell |
-905
| Closed | -$1.2M | – | 751 |
|
|
2022
Q1 | $1.2M | Sell |
905
-10
| -1% | -$13.3K | 0.11% | 155 |
|
|
2021
Q4 | $1.36M | Buy |
+915
| New | +$1.36M | 0.16% | 133 |
|
|
2020
Q4 | – | Sell |
-710
| Closed | -$953K | – | 386 |
|
|
2020
Q3 | $953K | Buy |
710
+59
| +9% | +$79.2K | 0.31% | 80 |
|
|
2020
Q2 | $844K | Buy |
651
+8
| +1% | +$10.4K | 0.32% | 84 |
|
|
2020
Q1 | $819K | Buy |
643
+30
| +5% | +$38.2K | 0.43% | 65 |
|
|
2019
Q4 | $889K | Sell |
613
-3
| -0.5% | -$4.35K | 0.36% | 82 |
|
|
2019
Q3 | $938K | Buy |
616
+93
| +18% | +$142K | 0.59% | 50 |
|
|
2019
Q2 | $713K | Buy |
523
+201
| +62% | +$274K | 0.46% | 69 |
|
|
2019
Q1 | $416K | Buy |
322
+42
| +15% | +$54.3K | 0.32% | 108 |
|
|
2018
Q4 | $353K | Sell |
280
-71
| -20% | -$89.5K | 0.34% | 103 |
|
|
2018
Q3 | $453K | Buy |
351
+41
| +13% | +$52.9K | 0.34% | 98 |
|
|
2018
Q2 | $390K | Buy |
310
+36
| +13% | +$45.3K | 0.34% | 105 |
|
|
2018
Q1 | $353K | Sell |
274
-94
| -26% | -$121K | 0.34% | 113 |
|
|
2017
Q4 | $482K | Sell |
368
-11
| -3% | -$14.4K | 0.5% | 60 |
|
|
2017
Q3 | $498K | Buy |
+379
| New | +$498K | 0.62% | 55 |
|