Allworth Financial’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15 | Buy |
13
+2
| +18% | +$2 | ﹤0.01% | 4526 |
|
|
2025
Q1 | $14 | Buy |
11
+2
| +22% | +$3 | ﹤0.01% | 4010 |
|
|
2024
Q4 | $68 | Buy |
9
+1
| +13% | +$8 | ﹤0.01% | 3853 |
|
|
2024
Q3 | $91 | Sell |
8
-6
| -43% | -$68 | ﹤0.01% | 3661 |
|
|
2024
Q2 | $299 | Buy |
14
+1
| +8% | +$21 | ﹤0.01% | 3494 |
|
|
2024
Q1 | $757 | Buy |
13
+7
| +117% | +$408 | ﹤0.01% | 3162 |
|
|
2023
Q4 | $541 | Hold |
6
| – | – | ﹤0.01% | 3111 |
|
|
2023
Q3 | $622 | Hold |
6
| – | – | ﹤0.01% | 2995 |
|
|
2023
Q2 | $1.31K | Hold |
6
| – | – | ﹤0.01% | 2646 |
|
|
2023
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 2411 |
|
|
2022
Q4 | $2.28K | Hold |
6
| – | – | ﹤0.01% | 2193 |
|
|
2022
Q3 | $5K | Buy |
6
+3
| +100% | +$2.5K | ﹤0.01% | 1906 |
|
|
2022
Q2 | $2K | Buy |
3
+1
| +50% | +$667 | ﹤0.01% | 2044 |
|
|
2022
Q1 | $3K | Sell |
2
-1
| -33% | -$1.5K | ﹤0.01% | 1750 |
|
|
2021
Q4 | $3K | Hold |
3
| – | – | ﹤0.01% | 1681 |
|
|
2021
Q3 | $6K | Sell |
3
-1
| -25% | -$2K | ﹤0.01% | 1499 |
|
|
2021
Q2 | $16K | Buy |
4
+2
| +100% | +$8K | ﹤0.01% | 911 |
|
|
2021
Q1 | $5K | Buy |
2
+1
| +100% | +$2.5K | ﹤0.01% | 1160 |
|
|
2020
Q4 | $5K | Buy |
+1
| New | +$5K | ﹤0.01% | 1004 |
|