IFP Advisors’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9 | Sell |
3
-15
| -83% | -$62 | ﹤0.01% | 4972 |
|
|
2025
Q4 | $27 | Buy |
18
+17
| +1,700% | +$168 | ﹤0.01% | 4771 |
|
|
2025
Q3 | $16 | Hold |
1
| – | – | ﹤0.01% | 4769 |
|
|
2025
Q2 | $18 | Sell |
1
-17
| -94% | -$221 | ﹤0.01% | 4855 |
|
|
2025
Q1 | $68 | Buy |
18
+17
| +1,700% | +$1.2K | ﹤0.01% | 3959 |
|
|
2024
Q4 | $137 | Hold |
1
| – | – | ﹤0.01% | 3914 |
|
|
2024
Q3 | $171 | Sell |
1
-27
| -96% | -$4.57K | ﹤0.01% | 3211 |
|
|
2024
Q2 | $899 | Buy |
28
+27
| +2,700% | +$14.2K | ﹤0.01% | 3009 |
|
|
2024
Q1 | $1.03K | Sell |
1
-1
| -50% | -$862 | ﹤0.01% | 2864 |
|
|
2023
Q4 | $1.62K | Buy |
2
+1
| +100% | +$1.2K | ﹤0.01% | 2724 |
|
|
2023
Q3 | $1.41K | Hold |
1
| – | – | ﹤0.01% | 2926 |
|
|
2023
Q2 | $2.97K | Hold |
1
| – | – | ﹤0.01% | 2739 |
|
|
2023
Q1 | $8.92K | Sell |
1
-3
| -75% | -$16.6K | ﹤0.01% | 2335 |
|
|
2022
Q4 | $33K | Sell |
4
-1
| -20% | -$6.89K | ﹤0.01% | 2540 |
|
|
2022
Q3 | $41K | Hold |
5
| – | – | ﹤0.01% | 2533 |
|
|
2022
Q2 | $40K | Hold |
5
| – | – | ﹤0.01% | 2324 |
|
|
2022
Q1 | $40K | Buy |
5
+3
| +150% | +$33.1K | ﹤0.01% | 2324 |
|
|
2021
Q4 | $26K | Sell |
2
-1
| -33% | -$18.2K | ﹤0.01% | 1835 |
|
|
2021
Q3 | $63K | Hold |
3
| – | – | ﹤0.01% | 1494 |
|
|
2021
Q2 | $129K | Sell |
3
-2
| -40% | -$74.1K | ﹤0.01% | 1117 |
|
|
2021
Q1 | $201K | Buy |
5
+2
| +67% | +$144K | ﹤0.01% | 836 |
|
|
2020
Q4 | $201K | Buy |
3
+1
| +50% | +$65K | 0.01% | 800 |
|
|
2020
Q3 | $121K | Buy |
2
+1
| +100% | +$57.2K | 0.01% | 907 |
|
|
2020
Q2 | $49K | Hold |
1
| – | – | ﹤0.01% | 1229 |
|
|
2020
Q1 | $6K | Buy |
+1
| New | +$8.6K | ﹤0.01% | 2014 |
|
|
2019
Q4 | – | Hold |
0
| – | -$4K | – | 3146 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2458 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3470 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3891 |
|
|
2018
Q3 | – | Sell |
-1
| Closed | -$3.84K | – | 4037 |
|
|
2018
Q2 | $6K | Hold |
1
| – | – | ﹤0.01% | 3195 |
|
|
2018
Q1 | $8K | Hold |
1
| – | – | ﹤0.01% | 2953 |
|
|
2017
Q4 | $8K | Hold |
1
| – | – | ﹤0.01% | 2998 |
|
|
2017
Q3 | $7K | Hold |
1
| – | – | ﹤0.01% | 3245 |
|
|
2017
Q2 | $9K | Hold |
1
| – | – | ﹤0.01% | 3110 |
|
|
2017
Q1 | $6K | Hold |
1
| – | – | ﹤0.01% | 3225 |
|
|
2016
Q4 | $17K | Buy |
+1
| New | +$21.4K | ﹤0.01% | 2577 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3085 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 2966 |
|
Other funds holding WKHS
VCM
VFT
XT
