SFM
Systematic Financial Management’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1M | Buy |
1,541,973
+10,646
| +0.7% | +$312K | 1.2% | 17 |
|
|
2025
Q1 | $43.8M | Buy |
1,531,327
+24,959
| +2% | +$713K | 1.25% | 12 |
|
|
2024
Q4 | $48.6M | Buy |
1,506,368
+73,845
| +5% | +$2.38M | 1.24% | 12 |
|
|
2024
Q3 | $49.9M | Buy |
1,432,523
+253,044
| +21% | +$8.82M | 1.27% | 9 |
|
|
2024
Q2 | $33.7M | Sell |
1,179,479
-43,397
| -4% | -$1.24M | 1.02% | 16 |
|
|
2024
Q1 | $35.5M | Sell |
1,222,876
-48,846
| -4% | -$1.42M | 0.99% | 20 |
|
|
2023
Q4 | $41.9M | Sell |
1,271,722
-20,020
| -2% | -$660K | 1.24% | 11 |
|
|
2023
Q3 | $33.1M | Sell |
1,291,742
-13,261
| -1% | -$340K | 1.07% | 18 |
|
|
2023
Q2 | $34.6M | Sell |
1,305,003
-7,446
| -0.6% | -$197K | 1.09% | 13 |
|
|
2023
Q1 | $39.5M | Sell |
1,312,449
-967
| -0.1% | -$29.1K | 1.29% | 10 |
|
|
2022
Q4 | $44.1M | Buy |
1,313,416
+37,549
| +3% | +$1.26M | 1.44% | 7 |
|
|
2022
Q3 | $38.3M | Buy |
1,275,867
+16,979
| +1% | +$509K | 1.4% | 9 |
|
|
2022
Q2 | $37.8M | Buy |
1,258,888
+90,944
| +8% | +$2.73M | 1.31% | 8 |
|
|
2022
Q1 | $38.3M | Buy |
1,167,944
+3,468
| +0.3% | +$114K | 1.2% | 12 |
|
|
2021
Q4 | $38.9M | Sell |
1,164,476
-29,779
| -2% | -$994K | 1.15% | 13 |
|
|
2021
Q3 | $41M | Sell |
1,194,255
-4,700
| -0.4% | -$161K | 1.27% | 7 |
|
|
2021
Q2 | $38.1M | Buy |
1,198,955
+218,481
| +22% | +$6.94M | 1.15% | 11 |
|
|
2021
Q1 | $30.2M | Buy |
980,474
+366
| +0% | +$11.3K | 1.11% | 14 |
|
|
2020
Q4 | $25.2M | Sell |
980,108
-19,799
| -2% | -$510K | 1.11% | 11 |
|
|
2020
Q3 | $20.9M | Buy |
999,907
+75,590
| +8% | +$1.58M | 1.14% | 12 |
|
|
2020
Q2 | $24.8M | Buy |
924,317
+33,930
| +4% | +$911K | 1.29% | 4 |
|
|
2020
Q1 | $23.1M | Sell |
890,387
-47,592
| -5% | -$1.24M | 1.42% | 4 |
|
|
2019
Q4 | $34.4M | Buy |
937,979
+107,137
| +13% | +$3.93M | 1.34% | 3 |
|
|
2019
Q3 | $30.7M | Sell |
830,842
-10,584
| -1% | -$392K | 1.38% | 4 |
|
|
2019
Q2 | $29.4M | Sell |
841,426
-34,897
| -4% | -$1.22M | 1.14% | 5 |
|
|
2019
Q1 | $25.3M | Buy |
876,323
+12,676
| +1% | +$366K | 0.87% | 12 |
|
|
2018
Q4 | $23.1M | Buy |
863,647
+107,360
| +14% | +$2.87M | 0.71% | 18 |
|
|
2018
Q3 | $24.2M | Buy |
756,287
+6,977
| +0.9% | +$223K | 0.58% | 31 |
|
|
2018
Q2 | $24.5M | Sell |
749,310
-358,419
| -32% | -$11.7M | 0.6% | 31 |
|
|
2018
Q1 | $38.3M | Sell |
1,107,729
-12,862
| -1% | -$445K | 0.85% | 12 |
|
|
2017
Q4 | $38.4M | Sell |
1,120,591
-58,640
| -5% | -$2.01M | 0.77% | 23 |
|
|
2017
Q3 | $39.7M | Sell |
1,179,231
-177,988
| -13% | -$5.99M | 0.8% | 24 |
|
|
2017
Q2 | $45.1M | Buy |
1,357,219
+86,995
| +7% | +$2.89M | 0.83% | 23 |
|
|
2017
Q1 | $42M | Sell |
1,270,224
-283,558
| -18% | -$9.39M | 0.74% | 29 |
|
|
2016
Q4 | $53.4M | Sell |
1,553,782
-21,517
| -1% | -$739K | 0.85% | 21 |
|
|
2016
Q3 | $42M | Sell |
1,575,299
-86,661
| -5% | -$2.31M | 0.59% | 45 |
|
|
2016
Q2 | $40.3M | Sell |
1,661,960
-104,933
| -6% | -$2.55M | 0.55% | 52 |
|
|
2016
Q1 | $40M | Sell |
1,766,893
-234,055
| -12% | -$5.3M | 0.5% | 61 |
|
|
2015
Q4 | $47.7M | Buy |
2,000,948
+482,701
| +32% | +$11.5M | 0.52% | 59 |
|
|
2015
Q3 | $34.5M | Buy |
1,518,247
+348,926
| +30% | +$7.94M | 0.37% | 73 |
|
|
2015
Q2 | $27.3M | Buy |
1,169,321
+454,600
| +64% | +$10.6M | 0.23% | 112 |
|
|
2015
Q1 | $15.6M | Sell |
714,721
-7,792
| -1% | -$170K | 0.12% | 180 |
|
|
2014
Q4 | $16M | Sell |
722,513
-11,474
| -2% | -$254K | 0.12% | 177 |
|
|
2014
Q3 | $14.9M | Sell |
733,987
-44,400
| -6% | -$904K | 0.11% | 187 |
|
|
2014
Q2 | $17.5M | Buy |
778,387
+19,575
| +3% | +$439K | 0.12% | 188 |
|
|
2014
Q1 | $17.7M | Sell |
758,812
-148,873
| -16% | -$3.47M | 0.12% | 185 |
|
|
2013
Q4 | $21.1M | Buy |
907,685
+62,482
| +7% | +$1.46M | 0.15% | 156 |
|
|
2013
Q3 | $17.5M | Buy |
845,203
+4,455
| +0.5% | +$92.1K | 0.14% | 158 |
|
|
2013
Q2 | $15.9M | Buy |
+840,748
| New | +$15.9M | 0.14% | 164 |
|