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 |
|