SS
Sunbelt Securities’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
23,415
+2,817
| +14% | +$198K | 0.15% | 133 |
|
|
2025
Q1 | $1.48M | Sell |
20,598
-2,817
| -12% | -$202K | 0.13% | 132 |
|
|
2024
Q4 | $1.65M | Sell |
23,415
-415
| -2% | -$29.2K | 0.15% | 133 |
|
|
2024
Q3 | $1.35M | Buy |
23,830
+1,027
| +5% | +$58K | 0.13% | 160 |
|
|
2024
Q2 | $1.35M | Buy |
22,803
+108
| +0.5% | +$6.41K | 0.14% | 146 |
|
|
2024
Q1 | $1.32M | Sell |
22,695
-763
| -3% | -$44.2K | 0.15% | 146 |
|
|
2023
Q4 | $1.15M | Buy |
23,458
+578
| +3% | +$28.4K | 0.15% | 159 |
|
|
2023
Q3 | $935K | Buy |
22,880
+39
| +0.2% | +$1.59K | 0.13% | 174 |
|
|
2023
Q2 | $975K | Buy |
22,841
+127
| +0.6% | +$5.42K | 0.14% | 160 |
|
|
2023
Q1 | $849K | Sell |
22,714
-850
| -4% | -$31.8K | 0.14% | 164 |
|
|
2022
Q4 | $973K | Sell |
23,564
-1,623
| -6% | -$67K | 0.19% | 137 |
|
|
2022
Q3 | $1.01M | Buy |
25,187
+637
| +3% | +$25.6K | 0.21% | 124 |
|
|
2022
Q2 | $962K | Sell |
24,550
-82
| -0.3% | -$3.21K | 0.2% | 125 |
|
|
2022
Q1 | $1.23M | Sell |
24,632
-5,333
| -18% | -$267K | 0.23% | 117 |
|
|
2021
Q4 | $1.76M | Sell |
29,965
-6,949
| -19% | -$408K | 0.29% | 87 |
|
|
2021
Q3 | $1.64M | Hold |
36,914
| – | – | 0.29% | 90 |
|
|
2021
Q2 | $1.64M | Sell |
36,914
-45,372
| -55% | -$2.01M | 0.29% | 90 |
|
|
2021
Q1 | $3.22M | Sell |
82,286
-26,959
| -25% | -$1.05M | 0.63% | 42 |
|
|
2020
Q4 | $3.3M | Buy |
109,245
+23,876
| +28% | +$721K | 0.68% | 37 |
|
|
2020
Q3 | $2.01M | Buy |
85,369
+8,448
| +11% | +$199K | 0.56% | 43 |
|
|
2020
Q2 | $1.97M | Buy |
76,921
+3,447
| +5% | +$88.2K | 0.68% | 34 |
|
|
2020
Q1 | $2.12M | Sell |
73,474
-75,627
| -51% | -$2.18M | 0.09% | 92 |
|
|
2019
Q4 | $8.02M | Buy |
149,101
+21,135
| +17% | +$1.14M | 0.84% | 22 |
|
|
2019
Q3 | $6.46M | Buy |
127,966
+105,082
| +459% | +$5.3M | 0.72% | 27 |
|
|
2019
Q2 | $1.08M | Buy |
22,884
+437
| +2% | +$20.7K | 0.47% | 60 |
|
|
2019
Q1 | $1.09M | Sell |
22,447
-6,291
| -22% | -$304K | 0.54% | 54 |
|
|
2018
Q4 | $1.32M | Buy |
28,738
+7,859
| +38% | +$362K | 0.77% | 37 |
|
|
2018
Q3 | $1.1M | Buy |
20,879
+36
| +0.2% | +$1.89K | 0.59% | 51 |
|
|
2018
Q2 | $1.16M | Buy |
20,843
+2,232
| +12% | +$124K | 0.69% | 41 |
|
|
2018
Q1 | $975K | Buy |
18,611
+242
| +1% | +$12.7K | 0.89% | 24 |
|
|
2017
Q4 | $1.11M | Sell |
18,369
-18,901
| -51% | -$1.15M | 1.08% | 20 |
|
|
2017
Q3 | $2.06M | Buy |
37,270
+1,219
| +3% | +$67.2K | 2.16% | 6 |
|
|
2017
Q2 | $2M | Sell |
36,051
-11,902
| -25% | -$660K | 3.75% | 6 |
|
|
2017
Q1 | $2.67M | Sell |
47,953
-19,904
| -29% | -$1.11M | 4.01% | 6 |
|
|
2016
Q4 | $3.74M | Sell |
67,857
-37,334
| -35% | -$2.06M | 5.68% | 4 |
|
|
2016
Q3 | $4.66M | Sell |
105,191
-437
| -0.4% | -$19.4K | 5.62% | 3 |
|
|
2016
Q2 | $5M | Buy |
105,628
+4,301
| +4% | +$204K | 6.53% | 3 |
|
|
2016
Q1 | $4.9M | Buy |
101,327
+5,990
| +6% | +$290K | 7.13% | 2 |
|
|
2015
Q4 | $5.18M | Sell |
95,337
-445
| -0.5% | -$24.2K | 7.29% | 2 |
|
|
2015
Q3 | $4.92M | Buy |
95,782
+6,427
| +7% | +$330K | 6.68% | 2 |
|
|
2015
Q2 | $5.03M | Buy |
89,355
+1,560
| +2% | +$87.7K | 6.92% | 2 |
|
|
2015
Q1 | $4.78M | Sell |
87,795
-4,870
| -5% | -$265K | 7.09% | 2 |
|
|
2014
Q4 | $5.08M | Buy |
+92,665
| New | +$5.08M | 6.67% | 4 |
|