Jump 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 | $4.13M | Sell |
60,281
-42,704
| -41% | -$2.92M | 0.05% | 469 |
|
|
2025
Q1 | $7.82M | Buy |
+102,985
| New | +$7.82M | 0.11% | 232 |
|
|
2024
Q1 | – | Sell |
-27,743
| Closed | -$2.82M | – | 2342 |
|
|
2023
Q4 | $2.82M | Buy |
27,743
+20,931
| +307% | +$2.13M | 0.09% | 262 |
|
|
2023
Q3 | $690K | Sell |
6,812
-3,887
| -36% | -$394K | 0.03% | 842 |
|
|
2023
Q2 | $1.09M | Buy |
+10,699
| New | +$1.09M | 0.04% | 639 |
|
|
2022
Q4 | – | Sell |
-18,297
| Closed | -$1.42M | – | 2069 |
|
|
2022
Q3 | $1.42M | Sell |
18,297
-6,508
| -26% | -$506K | 0.06% | 484 |
|
|
2022
Q2 | $1.64M | Buy |
24,805
+17,589
| +244% | +$1.16M | 0.07% | 394 |
|
|
2022
Q1 | $852K | Buy |
7,216
+1,511
| +26% | +$178K | 0.04% | 586 |
|
|
2021
Q4 | $745K | Buy |
5,705
+3,605
| +172% | +$471K | 0.05% | 488 |
|
|
2021
Q3 | $296K | Buy |
+2,100
| New | +$296K | 0.02% | 674 |
|
|
2021
Q2 | – | Sell |
-5,324
| Closed | -$470K | – | 1419 |
|
|
2021
Q1 | $470K | Buy |
+5,324
| New | +$470K | 0.04% | 422 |
|
|
2020
Q4 | – | Sell |
-5,090
| Closed | -$284K | – | 1199 |
|
|
2020
Q3 | $284K | Buy |
+5,090
| New | +$284K | 0.06% | 511 |
|