Empower Advisory Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $583K | Hold |
8,521
| – | – | ﹤0.01% | 306 |
|
2025
Q1 | $647K | Hold |
8,521
| – | – | ﹤0.01% | 289 |
|
2024
Q4 | $933K | Sell |
8,521
-11
| -0.1% | -$1.21K | ﹤0.01% | 240 |
|
2024
Q3 | $675K | Buy |
8,532
+11
| +0.1% | +$870 | ﹤0.01% | 277 |
|
2024
Q2 | $622K | Hold |
8,521
| – | – | ﹤0.01% | 277 |
|
2024
Q1 | $723K | Hold |
8,521
| – | – | ﹤0.01% | 257 |
|
2023
Q4 | $865K | Sell |
8,521
-140
| -2% | -$14.2K | ﹤0.01% | 242 |
|
2023
Q3 | $878K | Sell |
8,661
-22
| -0.3% | -$2.23K | ﹤0.01% | 236 |
|
2023
Q2 | $883K | Buy |
8,683
+12
| +0.1% | +$1.22K | ﹤0.01% | 244 |
|
2023
Q1 | $875K | Buy |
+8,671
| New | +$875K | ﹤0.01% | 249 |
|