Lindbrook Capital’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$4.25K Buy
56
+35
+167% +$2.66K ﹤0.01% 2019
2024
Q4
$2.3K Hold
21
﹤0.01% 2269
2024
Q3
$1.66K Sell
21
-85
-80% -$6.73K ﹤0.01% 2403
2024
Q2
$7.74K Buy
106
+96
+960% +$7.01K ﹤0.01% 1772
2024
Q1
$848 Sell
10
-31
-76% -$2.63K ﹤0.01% 2449
2023
Q4
$4.16K Sell
41
-22
-35% -$2.23K ﹤0.01% 1985
2023
Q3
$6.38K Buy
63
+7
+13% +$709 ﹤0.01% 1655
2023
Q2
$5.69K Sell
56
-6
-10% -$610 ﹤0.01% 1748
2023
Q1
$6.35K Buy
62
+4
+7% +$410 ﹤0.01% 1744
2022
Q4
$4.87K Sell
58
-11
-16% -$924 ﹤0.01% 1838
2022
Q3
$5K Buy
69
+61
+763% +$4.42K ﹤0.01% 1702
2022
Q2
$1K Sell
8
-33
-80% -$4.13K ﹤0.01% 2405
2022
Q1
$5K Buy
41
+19
+86% +$2.32K ﹤0.01% 1631
2021
Q4
$3K Hold
22
﹤0.01% 1713
2021
Q3
$3K Hold
22
﹤0.01% 1459
2021
Q2
$2K Hold
22
﹤0.01% 1661
2021
Q1
$2K Buy
+22
New +$2K ﹤0.01% 1615