Wells Fargo’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
10,146
+492
| +5% | +$6.8K | ﹤0.01% | 4590 |
|
|
2025
Q1 | $130K | Buy |
9,654
+213
| +2% | +$2.87K | ﹤0.01% | 4515 |
|
|
2024
Q4 | $127K | Buy |
9,441
+2,055
| +28% | +$27.6K | ﹤0.01% | 4579 |
|
|
2024
Q3 | $109K | Buy |
7,386
+152
| +2% | +$2.23K | ﹤0.01% | 4579 |
|
|
2024
Q2 | $92.5K | Buy |
7,234
+1,084
| +18% | +$13.9K | ﹤0.01% | 4622 |
|
|
2024
Q1 | $74.8K | Buy |
6,150
+164
| +3% | +$2K | ﹤0.01% | 4687 |
|
|
2023
Q4 | $85K | Buy |
5,986
+862
| +17% | +$12.2K | ﹤0.01% | 4599 |
|
|
2023
Q3 | $56.1K | Sell |
5,124
-2,469
| -33% | -$27K | ﹤0.01% | 4780 |
|
|
2023
Q2 | $110K | Buy |
7,593
+3,632
| +92% | +$52.6K | ﹤0.01% | 4712 |
|
|
2023
Q1 | $59.9K | Buy |
3,961
+3,285
| +486% | +$49.7K | ﹤0.01% | 4784 |
|
|
2022
Q4 | $11.7K | Sell |
676
-249
| -27% | -$4.29K | ﹤0.01% | 5167 |
|
|
2022
Q3 | $15K | Sell |
925
-237
| -20% | -$3.84K | ﹤0.01% | 5203 |
|
|
2022
Q2 | $21K | Sell |
1,162
-35,160
| -97% | -$635K | ﹤0.01% | 5142 |
|
|
2022
Q1 | $703K | Sell |
36,322
-7,313
| -17% | -$142K | ﹤0.01% | 3905 |
|
|
2021
Q4 | $954K | Sell |
43,635
-105,143
| -71% | -$2.3M | ﹤0.01% | 3894 |
|
|
2021
Q3 | $3.05M | Sell |
148,778
-14,688
| -9% | -$301K | ﹤0.01% | 3144 |
|
|
2021
Q2 | $3.21M | Buy |
163,466
+26,072
| +19% | +$513K | ﹤0.01% | 3123 |
|
|
2021
Q1 | $2.81M | Buy |
137,394
+8,912
| +7% | +$182K | ﹤0.01% | 3206 |
|
|
2020
Q4 | $2.42M | Buy |
128,482
+8,410
| +7% | +$158K | ﹤0.01% | 3319 |
|
|
2020
Q3 | $1.86M | Buy |
120,072
+56,999
| +90% | +$883K | ﹤0.01% | 3306 |
|
|
2020
Q2 | $936K | Buy |
63,073
+5,505
| +10% | +$81.7K | ﹤0.01% | 3767 |
|
|
2020
Q1 | $837K | Buy |
57,568
+3,888
| +7% | +$56.5K | ﹤0.01% | 3556 |
|
|
2019
Q4 | $1.02M | Sell |
53,680
-733
| -1% | -$13.9K | ﹤0.01% | 3789 |
|
|
2019
Q3 | $935K | Buy |
54,413
+1,553
| +3% | +$26.7K | ﹤0.01% | 3826 |
|
|
2019
Q2 | $902K | Sell |
52,860
-33,799
| -39% | -$577K | ﹤0.01% | 3861 |
|
|
2019
Q1 | $1.43M | Buy |
86,659
+1,731
| +2% | +$28.5K | ﹤0.01% | 3584 |
|
|
2018
Q4 | $1.42M | Buy |
84,928
+1,391
| +2% | +$23.3K | ﹤0.01% | 3507 |
|
|
2018
Q3 | $1.43M | Sell |
83,537
-2,053
| -2% | -$35.2K | ﹤0.01% | 3634 |
|
|
2018
Q2 | $1.46M | Sell |
85,590
-7,003
| -8% | -$119K | ﹤0.01% | 3656 |
|
|
2018
Q1 | $1.6M | Buy |
92,593
+6,664
| +8% | +$115K | ﹤0.01% | 3510 |
|
|
2017
Q4 | $1.47M | Sell |
85,929
-15,132
| -15% | -$258K | ﹤0.01% | 3575 |
|
|
2017
Q3 | $1.97M | Buy |
101,061
+24,733
| +32% | +$482K | ﹤0.01% | 3288 |
|
|
2017
Q2 | $1.44M | Buy |
76,328
+1,260
| +2% | +$23.8K | ﹤0.01% | 3406 |
|
|
2017
Q1 | $1.37M | Sell |
75,068
-3,000
| -4% | -$54.8K | ﹤0.01% | 3457 |
|
|
2016
Q4 | $1.44M | Buy |
78,068
+68,814
| +744% | +$1.27M | ﹤0.01% | 3365 |
|
|
2016
Q3 | $157K | Sell |
9,254
-410
| -4% | -$6.96K | ﹤0.01% | 4449 |
|
|
2016
Q2 | $148K | Sell |
9,664
-310
| -3% | -$4.75K | ﹤0.01% | 4427 |
|
|
2016
Q1 | $137K | Buy |
9,974
+580
| +6% | +$7.97K | ﹤0.01% | 4475 |
|
|
2015
Q4 | $132K | Hold |
9,394
| – | – | ﹤0.01% | 4552 |
|
|
2015
Q3 | $127K | Sell |
9,394
-32,115
| -77% | -$434K | ﹤0.01% | 4562 |
|
|
2015
Q2 | $548K | Buy |
41,509
+8,930
| +27% | +$118K | ﹤0.01% | 3944 |
|
|
2015
Q1 | $419K | Buy |
32,579
+589
| +2% | +$7.58K | ﹤0.01% | 3965 |
|
|
2014
Q4 | $421K | Buy |
31,990
+4,855
| +18% | +$63.9K | ﹤0.01% | 3953 |
|
|
2014
Q3 | $313K | Sell |
27,135
-757
| -3% | -$8.73K | ﹤0.01% | 4074 |
|
|
2014
Q2 | $318K | Buy |
27,892
+15,248
| +121% | +$174K | ﹤0.01% | 4075 |
|
|
2014
Q1 | $131K | Buy |
+12,644
| New | +$131K | ﹤0.01% | 4449 |
|