Summit Securities Group’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9K | Buy |
+1,089
| New | +$31.9K | 0.01% | 496 |
|
|
2024
Q2 | – | Sell |
-215
| Closed | -$6K | – | 686 |
|
|
2024
Q1 | $6K | Buy |
+215
| New | +$6K | ﹤0.01% | 241 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$15K | – | 876 |
|
|
2023
Q2 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 585 |
|
|
2014
Q3 | – | Sell |
-77
| Closed | -$2K | – | 645 |
|
|
2014
Q2 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 454 |
|
|
2013
Q3 | – | Sell |
-716
| Closed | -$14K | – | 438 |
|
|
2013
Q2 | $14K | Buy |
+716
| New | +$14K | 0.01% | 238 |
|