Allworth Financial’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Buy |
226
+108
| +92% | +$7.39K | ﹤0.01% | 2667 |
|
|
2025
Q1 | $8.57K | Buy |
118
+17
| +17% | +$1.24K | ﹤0.01% | 2483 |
|
|
2024
Q4 | $9.99K | Buy |
101
+4
| +4% | +$396 | ﹤0.01% | 2430 |
|
|
2024
Q3 | $7.68K | Hold |
97
| – | – | ﹤0.01% | 2383 |
|
|
2024
Q2 | $6.99K | Sell |
97
-11
| -10% | -$793 | ﹤0.01% | 2366 |
|
|
2024
Q1 | $9.16K | Sell |
108
-8
| -7% | -$678 | ﹤0.01% | 2152 |
|
|
2023
Q4 | $11.8K | Buy |
116
+6
| +5% | +$609 | ﹤0.01% | 1916 |
|
|
2023
Q3 | $11.1K | Buy |
110
+90
| +450% | +$9.12K | ﹤0.01% | 1801 |
|
|
2023
Q2 | $2.03K | Hold |
20
| – | – | ﹤0.01% | 2478 |
|
|
2023
Q1 | $2.05K | Hold |
20
| – | – | ﹤0.01% | 2401 |
|
|
2022
Q4 | $1.68K | Buy |
20
+2
| +11% | +$168 | ﹤0.01% | 2303 |
|
|
2022
Q3 | $1K | Buy |
18
+16
| +800% | +$889 | ﹤0.01% | 2542 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2861 |
|