Truist Financial’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.65M Sell
1,406
-27
-2% -$31.7K ﹤0.01% 1370
2025
Q1
$1.72M Sell
1,433
-57
-4% -$68.4K ﹤0.01% 1287
2024
Q4
$1.78M Buy
1,490
+2
+0.1% +$2.39K ﹤0.01% 1274
2024
Q3
$1.91M Buy
1,488
+1
+0.1% +$1.28K ﹤0.01% 1245
2024
Q2
$1.77M Sell
1,487
-40
-3% -$47.6K ﹤0.01% 1327
2024
Q1
$1.86M Buy
1,527
+466
+44% +$568K ﹤0.01% 1315
2023
Q4
$1.27M Sell
1,061
-373
-26% -$446K ﹤0.01% 1483
2023
Q3
$1.6M Sell
1,434
-46
-3% -$51.3K ﹤0.01% 1348
2023
Q2
$1.7M Buy
1,480
+57
+4% +$65.7K ﹤0.01% 1324
2023
Q1
$1.67M Buy
1,423
+96
+7% +$113K ﹤0.01% 1308
2022
Q4
$1.57M Sell
1,327
-56
-4% -$66.4K ﹤0.01% 1320
2022
Q3
$1.67M Sell
1,383
-164
-11% -$197K ﹤0.01% 1275
2022
Q2
$1.88M Sell
1,547
-85
-5% -$103K ﹤0.01% 1242
2022
Q1
$2.16M Sell
1,632
-14
-0.9% -$18.5K ﹤0.01% 1260
2021
Q4
$2.45M Buy
+1,646
New +$2.45M ﹤0.01% 1186
2020
Q4
Sell
-1,163
Closed -$1.56M 2609
2020
Q3
$1.56M Buy
1,163
+214
+23% +$287K ﹤0.01% 1167
2020
Q2
$1.23M Buy
949
+656
+224% +$851K ﹤0.01% 1210
2020
Q1
$374K Buy
293
+80
+38% +$102K ﹤0.01% 1704
2019
Q4
$309K Buy
+213
New +$309K ﹤0.01% 2109