Farther Finance Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9K | Sell |
378
-33
| -8% | -$2.26K | ﹤0.01% | 2515 |
|
|
2025
Q1 | $31.3K | Buy |
411
+360
| +706% | +$27.4K | ﹤0.01% | 2143 |
|
|
2024
Q4 | $5.59K | Sell |
51
-10
| -16% | -$1.1K | ﹤0.01% | 2621 |
|
|
2024
Q3 | $4.83K | Sell |
61
-88
| -59% | -$6.96K | ﹤0.01% | 2654 |
|
|
2024
Q2 | $10.7K | Buy |
149
+31
| +26% | +$2.22K | ﹤0.01% | 2052 |
|
|
2024
Q1 | $9.86K | Buy |
118
+61
| +107% | +$5.1K | ﹤0.01% | 1774 |
|
|
2023
Q4 | $5.79K | Buy |
+57
| New | +$5.79K | ﹤0.01% | 1890 |
|
|
2023
Q1 | – | Sell |
-52
| Closed | -$4.37K | – | 2444 |
|
|
2022
Q4 | $4.37K | Buy |
+52
| New | +$4.37K | ﹤0.01% | 1218 |
|