Hantz Financial Services’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Hold
8
﹤0.01% 2158
2025
Q1
$1K Sell
8
-8
-50% -$1K ﹤0.01% 1638
2024
Q4
$2K Sell
16
-14
-47% -$1.75K ﹤0.01% 1005
2024
Q3
$2K Sell
30
-2,747
-99% -$183K ﹤0.01% 986
2024
Q2
$203K Sell
2,777
-834
-23% -$61K ﹤0.01% 563
2024
Q1
$306K Sell
3,611
-70
-2% -$5.93K 0.01% 535
2023
Q4
$374K Sell
3,681
-147
-4% -$14.9K 0.01% 514
2023
Q3
$388K Sell
3,828
-201
-5% -$20.4K 0.01% 502
2023
Q2
$410K Sell
4,029
-47
-1% -$4.78K 0.01% 489
2023
Q1
$417K Sell
4,076
-380
-9% -$38.9K 0.01% 484
2022
Q4
$374K Buy
4,456
+365
+9% +$30.6K 0.01% 486
2022
Q3
$318K Buy
4,091
+255
+7% +$19.8K 0.01% 476
2022
Q2
$253K Buy
3,836
+2,005
+110% +$132K 0.01% 493
2022
Q1
$216K Buy
+1,831
New +$216K 0.01% 520