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 |
|