Janney Montgomery Scott’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
18,850
-746
| -4% | -$51.1K | ﹤0.01% | 1435 |
|
|
2025
Q1 | $1.49M | Buy |
19,596
+371
| +2% | +$28.2K | ﹤0.01% | 1300 |
|
|
2024
Q4 | $2.11M | Sell |
19,225
-373
| -2% | -$40.8K | 0.01% | 1137 |
|
|
2024
Q3 | $1.55M | Buy |
19,598
+75
| +0.4% | +$5.94K | ﹤0.01% | 1286 |
|
|
2024
Q2 | $1.43M | Sell |
19,523
-412
| -2% | -$30.1K | ﹤0.01% | 1265 |
|
|
2024
Q1 | $1.69M | Buy |
19,935
+821
| +4% | +$69.6K | 0.01% | 1234 |
|
|
2023
Q4 | $1.94M | Buy |
19,114
+82
| +0.4% | +$8.32K | 0.01% | 1121 |
|
|
2023
Q3 | $1.93M | Buy |
19,032
+16
| +0.1% | +$1.62K | 0.01% | 1042 |
|
|
2023
Q2 | $1.93M | Sell |
19,016
-247
| -1% | -$25.1K | 0.01% | 1088 |
|
|
2023
Q1 | $1.97M | Buy |
19,263
+594
| +3% | +$60.8K | 0.01% | 981 |
|
|
2022
Q4 | $1.57M | Sell |
18,669
-1,246
| -6% | -$105K | 0.01% | 1133 |
|
|
2022
Q3 | $1.55M | Buy |
19,915
+7,582
| +61% | +$590K | 0.01% | 1098 |
|
|
2022
Q2 | $822K | Sell |
12,333
-31
| -0.3% | -$2.07K | ﹤0.01% | 1341 |
|
|
2022
Q1 | $1.46M | Buy |
12,364
+8,452
| +216% | +$997K | 0.01% | 1067 |
|
|
2021
Q4 | $510K | Buy |
3,912
+817
| +26% | +$107K | ﹤0.01% | 1713 |
|
|
2021
Q3 | $436K | Sell |
3,095
-5
| -0.2% | -$704 | ﹤0.01% | 1738 |
|
|
2021
Q2 | $345K | Buy |
3,100
+14
| +0.5% | +$1.56K | ﹤0.01% | 1839 |
|
|
2021
Q1 | $272K | Buy |
3,086
+60
| +2% | +$5.29K | ﹤0.01% | 1904 |
|
|
2020
Q4 | $277K | Buy |
+3,026
| New | +$277K | ﹤0.01% | 1933 |
|