Tradewinds Capital Management’s WaFd WAFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$556K Hold
19,000
0.14% 57
2025
Q1
$543K Hold
19,000
0.15% 54
2024
Q4
$613K Hold
19,000
0.16% 58
2024
Q3
$662K Hold
19,000
0.18% 48
2024
Q2
$543K Hold
19,000
0.16% 48
2024
Q1
$552K Hold
19,000
0.15% 46
2023
Q4
$626K Hold
19,000
0.25% 29
2023
Q3
$487K Hold
19,000
0.17% 32
2023
Q2
$504K Hold
19,000
0.16% 35
2023
Q1
$572K Hold
19,000
0.18% 30
2022
Q4
$637K Hold
19,000
0.3% 19
2022
Q3
$570K Hold
19,000
0.23% 22
2022
Q2
$570K Sell
19,000
-1,562
-8% -$46.9K 0.21% 22
2022
Q1
$675K Hold
20,562
0.11% 61
2021
Q4
$686K Sell
20,562
-250
-1% -$8.34K 0.11% 64
2021
Q3
$714K Hold
20,812
0.12% 56
2021
Q2
$661K Buy
20,812
+250
+1% +$7.94K 0.12% 57
2021
Q1
$633K Hold
20,562
0.13% 56
2020
Q4
$529K Hold
20,562
0.11% 61
2020
Q3
$429K Hold
20,562
0.1% 63
2020
Q2
$552K Hold
20,562
0.14% 51
2020
Q1
$534K Hold
20,562
0.17% 45
2019
Q4
$754K Hold
20,562
0.24% 41
2019
Q3
$761K Sell
20,562
-720
-3% -$26.6K 0.3% 33
2019
Q2
$743K Hold
21,282
0.3% 34
2019
Q1
$615K Hold
21,282
0.23% 52
2018
Q4
$568K Sell
21,282
-61
-0.3% -$1.63K 0.28% 47
2018
Q3
$683K Buy
21,343
+720
+3% +$23K 0.26% 47
2018
Q2
$674K Hold
20,623
0.28% 45
2018
Q1
$714K Hold
20,623
0.32% 47
2017
Q4
$706K Hold
20,623
0.34% 45
2017
Q3
$694K Hold
20,623
0.35% 42
2017
Q2
$685K Sell
20,623
-2,591
-11% -$86.1K 0.36% 43
2017
Q1
$768K Hold
23,214
0.48% 42
2016
Q4
$797K Sell
23,214
-822
-3% -$28.2K 0.53% 42
2016
Q3
$641K Hold
24,036
0.45% 42
2016
Q2
$583K Buy
24,036
+882
+4% +$21.4K 0.42% 51
2016
Q1
$524K Sell
23,154
-150
-0.6% -$3.4K 0.36% 57
2015
Q4
$555K Hold
23,304
0.4% 51
2015
Q3
$530K Hold
23,304
0.41% 50
2015
Q2
$544K Hold
23,304
0.38% 49
2015
Q1
$508K Hold
23,304
0.38% 53
2014
Q4
$516K Buy
23,304
+20,170
+644% +$447K 0.37% 51
2014
Q3
$64K Buy
3,134
+150
+5% +$3.06K 0.05% 182
2014
Q2
$67K Hold
2,984
0.05% 189
2014
Q1
$70K Hold
2,984
0.06% 187
2013
Q4
$69K Buy
+2,984
New +$69K 0.06% 176