LPL Financial’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Buy |
22,550
+7,715
| +52% | +$67.3K | ﹤0.01% | 4951 |
|
|
2025
Q1 | $143K | Sell |
14,835
-347
| -2% | -$3.35K | ﹤0.01% | 4832 |
|
|
2024
Q4 | $147K | Buy |
15,182
+1,495
| +11% | +$14.5K | ﹤0.01% | 4780 |
|
|
2024
Q3 | $158K | Sell |
13,687
-37,495
| -73% | -$434K | ﹤0.01% | 4689 |
|
|
2024
Q2 | $628K | Buy |
51,182
+4,750
| +10% | +$58.3K | ﹤0.01% | 3615 |
|
|
2024
Q1 | $576K | Sell |
46,432
-6,612
| -12% | -$82K | ﹤0.01% | 3609 |
|
|
2023
Q4 | $652K | Sell |
53,044
-2,589
| -5% | -$31.8K | ﹤0.01% | 3403 |
|
|
2023
Q3 | $710K | Buy |
55,633
+671
| +1% | +$8.57K | ﹤0.01% | 3181 |
|
|
2023
Q2 | $705K | Buy |
54,962
+5,641
| +11% | +$72.4K | ﹤0.01% | 3126 |
|
|
2023
Q1 | $618K | Buy |
49,321
+29,918
| +154% | +$375K | ﹤0.01% | 3141 |
|
|
2022
Q4 | $253K | Sell |
19,403
-38,981
| -67% | -$509K | ﹤0.01% | 3778 |
|
|
2022
Q3 | $648K | Sell |
58,384
-1,384
| -2% | -$15.4K | ﹤0.01% | 2904 |
|
|
2022
Q2 | $785K | Buy |
+59,768
| New | +$785K | ﹤0.01% | 2786 |
|