Synovus Financial’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,622
| Closed | -$56K | – | 1593 |
|
|
2020
Q2 | $56K | Hold |
3,622
| – | – | ﹤0.01% | 883 |
|
|
2020
Q1 | $41K | Hold |
3,622
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q4 | $61K | Hold |
3,622
| – | – | ﹤0.01% | 902 |
|
|
2019
Q3 | $62K | Hold |
3,622
| – | – | ﹤0.01% | 860 |
|
|
2019
Q2 | $60K | Hold |
3,622
| – | – | ﹤0.01% | 800 |
|
|
2019
Q1 | $63K | Hold |
3,622
| – | – | ﹤0.01% | 780 |
|
|
2018
Q4 | $65K | Hold |
3,622
| – | – | ﹤0.01% | 735 |
|
|
2018
Q3 | $77K | Hold |
3,622
| – | – | ﹤0.01% | 755 |
|
|
2018
Q2 | $65K | Hold |
3,622
| – | – | ﹤0.01% | 745 |
|
|
2018
Q1 | $73K | Buy |
+3,622
| New | +$76.5K | ﹤0.01% | 723 |
|
|
2017
Q2 | – | Sell |
-3,622
| Closed | -$62K | – | 1167 |
|
|
2017
Q1 | $62K | Hold |
3,622
| – | – | ﹤0.01% | 703 |
|
|
2016
Q4 | $71K | Hold |
3,622
| – | – | ﹤0.01% | 671 |
|
|
2016
Q3 | $66K | Sell |
3,622
-270
| -7% | -$4.92K | ﹤0.01% | 666 |
|
|
2016
Q2 | $67K | Hold |
3,892
| – | – | ﹤0.01% | 626 |
|
|
2016
Q1 | $91K | Hold |
3,892
| – | – | ﹤0.01% | 586 |
|
|
2015
Q4 | $112K | Hold |
3,892
| – | – | ﹤0.01% | 540 |
|
|
2015
Q3 | $135K | Hold |
3,892
| – | – | ﹤0.01% | 466 |
|
|
2015
Q2 | $184K | Hold |
3,892
| – | – | ﹤0.01% | 432 |
|
|
2015
Q1 | $192K | Hold |
3,892
| – | – | 0.01% | 449 |
|
|
2014
Q4 | $193K | Hold |
3,892
| – | – | 0.01% | 450 |
|
|
2014
Q3 | $201K | Hold |
3,892
| – | – | 0.01% | 432 |
|
|
2014
Q2 | $244K | Hold |
3,892
| – | – | 0.01% | 380 |
|
|
2014
Q1 | $287K | Hold |
3,892
| – | – | 0.01% | 360 |
|
|
2013
Q4 | $254K | Hold |
3,892
| – | – | 0.01% | 357 |
|
|
2013
Q3 | $200K | Buy |
3,892
+270
| +7% | +$13.4K | 0.01% | 379 |
|
|
2013
Q2 | $158K | Buy |
+3,622
| New | +$160K | ﹤0.01% | 382 |
|
Other funds holding WDR
BAM