First Horizon 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 | $34K | Hold |
497
| – | – | ﹤0.01% | 1204 |
|
|
2025
Q1 | $37.7K | Hold |
497
| – | – | ﹤0.01% | 1056 |
|
|
2024
Q4 | $54.4K | Hold |
497
| – | – | ﹤0.01% | 914 |
|
|
2024
Q3 | $39.3K | Hold |
497
| – | – | ﹤0.01% | 1093 |
|
|
2024
Q2 | $36.3K | Sell |
497
-16
| -3% | -$1.17K | ﹤0.01% | 1064 |
|
|
2024
Q1 | $43.5K | Sell |
513
-71
| -12% | -$6.02K | ﹤0.01% | 1019 |
|
|
2023
Q4 | $59.3K | Sell |
584
-44
| -7% | -$4.47K | ﹤0.01% | 845 |
|
|
2023
Q3 | $63.6K | Buy |
628
+29
| +5% | +$2.94K | ﹤0.01% | 758 |
|
|
2023
Q2 | $60.9K | Hold |
599
| – | – | ﹤0.01% | 800 |
|
|
2023
Q1 | $61.3K | Sell |
599
-66
| -10% | -$6.76K | ﹤0.01% | 803 |
|
|
2022
Q4 | $55.8K | Hold |
665
| – | – | ﹤0.01% | 821 |
|
|
2022
Q3 | $51K | Buy |
665
+7
| +1% | +$537 | ﹤0.01% | 835 |
|
|
2022
Q2 | $43K | Buy |
658
+512
| +351% | +$33.5K | ﹤0.01% | 992 |
|
|
2022
Q1 | $17K | Sell |
146
-546
| -79% | -$63.6K | ﹤0.01% | 943 |
|
|
2021
Q4 | $90K | Sell |
692
-98
| -12% | -$12.7K | ﹤0.01% | 712 |
|
|
2021
Q3 | $110K | Sell |
790
-8
| -1% | -$1.11K | ﹤0.01% | 651 |
|
|
2021
Q2 | $88K | Buy |
798
+4
| +0.5% | +$441 | ﹤0.01% | 583 |
|
|
2021
Q1 | $70K | Sell |
794
-75
| -9% | -$6.61K | ﹤0.01% | 617 |
|
|
2020
Q4 | $79K | Hold |
869
| – | – | 0.01% | 488 |
|
|
2020
Q3 | $48K | Buy |
869
+45
| +5% | +$2.49K | ﹤0.01% | 557 |
|
|
2020
Q2 | $44K | Buy |
824
+47
| +6% | +$2.51K | ﹤0.01% | 562 |
|
|
2020
Q1 | $25K | Hold |
777
| – | – | ﹤0.01% | 659 |
|
|
2019
Q4 | $32K | Buy |
777
+56
| +8% | +$2.31K | ﹤0.01% | 704 |
|
|
2019
Q3 | $31K | Buy |
721
+408
| +130% | +$17.5K | ﹤0.01% | 695 |
|
|
2019
Q2 | $18K | Hold |
313
| – | – | ﹤0.01% | 906 |
|
|
2019
Q1 | $15K | Hold |
313
| – | – | ﹤0.01% | 930 |
|
|
2018
Q4 | $11K | Hold |
313
| – | – | ﹤0.01% | 993 |
|
|
2018
Q3 | $12K | Hold |
313
| – | – | ﹤0.01% | 1044 |
|
|
2018
Q2 | $7K | Hold |
313
| – | – | ﹤0.01% | 1238 |
|
|
2018
Q1 | $7K | Buy |
+313
| New | +$7K | ﹤0.01% | 1127 |
|