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