HRT Financial’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
18,203
-8,095
| -31% | -$554K | 0.01% | 967 |
|
|
2025
Q1 | $2M | Buy |
26,298
+19,384
| +280% | +$1.47M | 0.01% | 686 |
|
|
2024
Q4 | $757K | Buy |
+6,914
| New | +$757K | ﹤0.01% | 1075 |
|
|
2024
Q2 | – | Sell |
-4,406
| Closed | -$373K | – | 3028 |
|
|
2024
Q1 | $373K | Buy |
+4,406
| New | +$373K | ﹤0.01% | 1345 |
|
|
2023
Q4 | – | Sell |
-10,814
| Closed | -$1.1M | – | 2919 |
|
|
2023
Q3 | $1.1M | Buy |
+10,814
| New | +$1.1M | 0.01% | 836 |
|
|
2022
Q1 | – | Sell |
-8,697
| Closed | -$1.13M | – | 3633 |
|
|
2021
Q4 | $1.13M | Buy |
+8,697
| New | +$1.13M | 0.01% | 879 |
|
|
2021
Q1 | – | Sell |
-6,731
| Closed | -$616K | – | 2993 |
|
|
2020
Q4 | $616K | Buy |
+6,731
| New | +$616K | 0.01% | 868 |
|
|
2019
Q4 | – | Sell |
-7,999
| Closed | -$350K | – | 1599 |
|
|
2019
Q3 | $350K | Buy |
+7,999
| New | +$350K | 0.02% | 756 |
|