Allworth Financial’s Workhorse Group WKHS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13	Hold	4	–	–	﹤0.01%	5149
2025 Q4	$21	Buy	4 +3	+300%	+$30	﹤0.01%	4920
2025 Q3	$14	Hold	1	–	–	﹤0.01%	4851
2025 Q2	$15	Hold	1	–	–	﹤0.01%	4534
2025 Q1	$14	Hold	1	–	–	﹤0.01%	4017
2024 Q4	$68	Hold	1	–	–	﹤0.01%	3858
2024 Q3	$91	Hold	1	–	–	﹤0.01%	3663
2024 Q2	$299	Hold	1	–	–	﹤0.01%	3494
2024 Q1	$757	Hold	1	–	–	﹤0.01%	3162
2023 Q4	$541	Hold	1	–	–	﹤0.01%	3111
2023 Q3	$622	Hold	1	–	–	﹤0.01%	2995
2023 Q2	$1.31K	Hold	1	–	–	﹤0.01%	2646
2023 Q1	$2K	Hold	1	–	–	﹤0.01%	2411
2022 Q4	$2.28K	Hold	1	–	–	﹤0.01%	2194
2022 Q3	$5K	Buy	+1	New	+$9.72K	﹤0.01%	1906
2022 Q2	–	Hold	0	–	–	–	2044
2022 Q1	–	Hold	0	–	–	–	1750
2021 Q4	–	Hold	0	–	–	–	1681
2021 Q3	–	Hold	0	–	–	–	1499
2021 Q2	–	Hold	0	–	–	–	911
2021 Q1	–	Hold	0	–	–	–	1160
2020 Q4	–	Hold	0	–	–	–	1004