LPL 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 | $1.23M | Buy |
17,935
+1,541
| +9% | +$105K | ﹤0.01% | 3537 |
|
|
2025
Q1 | $1.24M | Buy |
16,394
+1,860
| +13% | +$141K | ﹤0.01% | 3338 |
|
|
2024
Q4 | $1.59M | Buy |
14,534
+527
| +4% | +$57.7K | ﹤0.01% | 3064 |
|
|
2024
Q3 | $1.11M | Sell |
14,007
-5,995
| -30% | -$474K | ﹤0.01% | 3253 |
|
|
2024
Q2 | $1.46M | Buy |
20,002
+592
| +3% | +$43.2K | ﹤0.01% | 2871 |
|
|
2024
Q1 | $1.65M | Buy |
19,410
+677
| +4% | +$57.4K | ﹤0.01% | 2693 |
|
|
2023
Q4 | $1.9M | Sell |
18,733
-2,041
| -10% | -$207K | ﹤0.01% | 2436 |
|
|
2023
Q3 | $2.11M | Buy |
20,774
+16,140
| +348% | +$1.64M | ﹤0.01% | 2240 |
|
|
2023
Q2 | $471K | Sell |
4,634
-79
| -2% | -$8.03K | ﹤0.01% | 3472 |
|
|
2023
Q1 | $483K | Sell |
4,713
-86
| -2% | -$8.81K | ﹤0.01% | 3347 |
|
|
2022
Q4 | $403K | Buy |
4,799
+183
| +4% | +$15.4K | ﹤0.01% | 3424 |
|
|
2022
Q3 | $359K | Sell |
4,616
-1,272
| -22% | -$98.9K | ﹤0.01% | 3414 |
|
|
2022
Q2 | $389K | Buy |
5,888
+297
| +5% | +$19.6K | ﹤0.01% | 3400 |
|
|
2022
Q1 | $660K | Buy |
5,591
+845
| +18% | +$99.8K | ﹤0.01% | 2966 |
|
|
2021
Q4 | $619K | Sell |
4,746
-1,670
| -26% | -$218K | ﹤0.01% | 3081 |
|
|
2021
Q3 | $904K | Buy |
6,416
+519
| +9% | +$73.1K | ﹤0.01% | 2682 |
|
|
2021
Q2 | $657K | Buy |
5,897
+44
| +0.8% | +$4.9K | ﹤0.01% | 2913 |
|
|
2021
Q1 | $517K | Buy |
5,853
+26
| +0.4% | +$2.3K | ﹤0.01% | 2983 |
|
|
2020
Q4 | $534K | Sell |
5,827
-27
| -0.5% | -$2.47K | ﹤0.01% | 2684 |
|
|
2020
Q3 | $326K | Buy |
+5,854
| New | +$326K | ﹤0.01% | 2829 |
|
|
2019
Q4 | – | Sell |
-7,346
| Closed | -$322K | – | 3405 |
|
|
2019
Q3 | $322K | Sell |
7,346
-3,348
| -31% | -$147K | ﹤0.01% | 2615 |
|
|
2019
Q2 | $621K | Buy |
+10,694
| New | +$621K | ﹤0.01% | 2097 |
|