IFP Advisors’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18 | Sell |
16
-195
| -92% | -$219 | ﹤0.01% | 4855 |
|
|
2025
Q1 | $68 | Buy |
211
+195
| +1,219% | +$63 | ﹤0.01% | 3959 |
|
|
2024
Q4 | $137 | Hold |
16
| – | – | ﹤0.01% | 3914 |
|
|
2024
Q3 | $171 | Sell |
16
-314
| -95% | -$3.36K | ﹤0.01% | 3211 |
|
|
2024
Q2 | $899 | Buy |
330
+312
| +1,733% | +$850 | ﹤0.01% | 3009 |
|
|
2024
Q1 | $1.03K | Hold |
18
| – | – | ﹤0.01% | 2864 |
|
|
2023
Q4 | $1.62K | Buy |
18
+4
| +29% | +$360 | ﹤0.01% | 2724 |
|
|
2023
Q3 | $1.41K | Hold |
14
| – | – | ﹤0.01% | 2926 |
|
|
2023
Q2 | $2.97K | Hold |
14
| – | – | ﹤0.01% | 2739 |
|
|
2023
Q1 | $8.92K | Sell |
14
-31
| -69% | -$19.8K | ﹤0.01% | 2335 |
|
|
2022
Q4 | $33K | Sell |
45
-13
| -22% | -$9.53K | ﹤0.01% | 2540 |
|
|
2022
Q3 | $41K | Hold |
58
| – | – | ﹤0.01% | 2534 |
|
|
2022
Q2 | $40K | Hold |
58
| – | – | ﹤0.01% | 2325 |
|
|
2022
Q1 | $40K | Buy |
58
+37
| +176% | +$25.5K | ﹤0.01% | 2325 |
|
|
2021
Q4 | $26K | Sell |
21
-10
| -32% | -$12.4K | ﹤0.01% | 1802 |
|
|
2021
Q3 | $63K | Hold |
31
| – | – | ﹤0.01% | 1446 |
|
|
2021
Q2 | $129K | Sell |
31
-28
| -47% | -$117K | ﹤0.01% | 1117 |
|
|
2021
Q1 | $201K | Buy |
59
+19
| +48% | +$64.7K | ﹤0.01% | 836 |
|
|
2020
Q4 | $201K | Buy |
40
+21
| +111% | +$106K | 0.01% | 800 |
|
|
2020
Q3 | $121K | Buy |
19
+6
| +46% | +$38.2K | 0.01% | 906 |
|
|
2020
Q2 | $49K | Buy |
13
+1
| +8% | +$3.77K | ﹤0.01% | 1228 |
|
|
2020
Q1 | $6K | Buy |
+12
| New | +$6K | ﹤0.01% | 1991 |
|
|
2019
Q4 | – | Sell |
-4
| Closed | -$4K | – | 3658 |
|
|
2019
Q3 | $4K | Buy |
+4
| New | +$4K | ﹤0.01% | 2450 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | – | – | 3438 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 3841 |
|
|
2018
Q3 | $0 | Sell |
1
-12
| -92% | – | ﹤0.01% | 3977 |
|
|
2018
Q2 | $6K | Buy |
13
+1
| +8% | +$462 | ﹤0.01% | 3148 |
|
|
2018
Q1 | $8K | Hold |
12
| – | – | ﹤0.01% | 2953 |
|
|
2017
Q4 | $8K | Buy |
12
+2
| +20% | +$1.33K | ﹤0.01% | 2950 |
|
|
2017
Q3 | $7K | Hold |
10
| – | – | ﹤0.01% | 3205 |
|
|
2017
Q2 | $9K | Hold |
10
| – | – | ﹤0.01% | 3078 |
|
|
2017
Q1 | $6K | Hold |
10
| – | – | ﹤0.01% | 3190 |
|
|
2016
Q4 | $17K | Buy |
10
+6
| +150% | +$10.2K | ﹤0.01% | 2558 |
|
|
2016
Q3 | $7K | Hold |
4
| – | – | ﹤0.01% | 3068 |
|
|
2016
Q2 | $7K | Buy |
+4
| New | +$7K | ﹤0.01% | 2954 |
|