Talbot Financial’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.27M | Hold |
77,586
| – | – | 0.22% | 48 |
|
2025
Q1 | $2.22M | Buy |
77,586
+3,288
| +4% | +$94K | 0.28% | 48 |
|
2024
Q4 | $2.4M | Hold |
74,298
| – | – | 0.28% | 48 |
|
2024
Q3 | $2.59M | Hold |
74,298
| – | – | 0.32% | 47 |
|
2024
Q2 | $2.12M | Hold |
74,298
| – | – | 0.27% | 46 |
|
2024
Q1 | $2.16M | Buy |
74,298
+3,034
| +4% | +$88.1K | 0.29% | 47 |
|
2023
Q4 | $2.35M | Hold |
71,264
| – | – | 0.35% | 45 |
|
2023
Q3 | $1.83M | Hold |
71,264
| – | – | 0.32% | 47 |
|
2023
Q2 | $1.89M | Buy |
71,264
+5,000
| +8% | +$133K | 0.32% | 46 |
|
2023
Q1 | $2M | Buy |
66,264
+9,462
| +17% | +$285K | 0.37% | 47 |
|
2022
Q4 | $1.91M | Buy |
+56,802
| New | +$1.91M | 0.39% | 45 |
|