Allworth Financial’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35.5K | Buy |
|
|||||
|
2025
Q2 | $15.5K | Buy |
|
|||||
|
2025
Q1 | $8.57K | Buy |
|
|||||
|
2024
Q4 | $9.99K | Buy |
|
|||||
|
2024
Q3 | $7.67K | Hold |
|
|||||
|
2024
Q2 | $6.99K | Sell |
|
|||||
|
2024
Q1 | $9.16K | Sell |
|
|||||
|
2023
Q4 | $11.8K | Buy |
|
|||||
|
2023
Q3 | $11.1K | Buy |
|
|||||
|
2023
Q2 | $2.03K | Hold |
|
|||||
|
2023
Q1 | $2.05K | Hold |
|
|||||
|
2022
Q4 | $1.68K | Buy |
|
|||||
|
2022
Q3 | $1K | Buy |
|
|||||
|
2022
Q2 | $0 | Buy |
|