LPL Financial’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-307
| Closed | -$18K | – | 5028 |
|
|
2024
Q1 | $18K | Sell |
307
-8
| -3% | -$469 | ﹤0.01% | 4777 |
|
|
2023
Q4 | $28.4K | Buy |
315
+85
| +37% | +$7.66K | ﹤0.01% | 4640 |
|
|
2023
Q3 | $23.9K | Sell |
230
-14
| -6% | -$1.45K | ﹤0.01% | 4539 |
|
|
2023
Q2 | $53.3K | Buy |
244
+118
| +94% | +$25.8K | ﹤0.01% | 4363 |
|
|
2023
Q1 | $41.7K | Buy |
126
+13
| +12% | +$4.31K | ﹤0.01% | 4300 |
|
|
2022
Q4 | $42.8K | Sell |
113
-64
| -36% | -$24.3K | ﹤0.01% | 4262 |
|
|
2022
Q3 | $127K | Sell |
177
-25
| -12% | -$17.9K | ﹤0.01% | 4026 |
|
|
2022
Q2 | $132K | Sell |
202
-15
| -7% | -$9.8K | ﹤0.01% | 4032 |
|
|
2022
Q1 | $271K | Sell |
217
-9
| -4% | -$11.2K | ﹤0.01% | 3626 |
|
|
2021
Q4 | $246K | Sell |
226
-81
| -26% | -$88.2K | ﹤0.01% | 3829 |
|
|
2021
Q3 | $588K | Sell |
307
-26
| -8% | -$49.8K | ﹤0.01% | 3056 |
|
|
2021
Q2 | $1.38M | Sell |
333
-149
| -31% | -$617K | ﹤0.01% | 2289 |
|
|
2021
Q1 | $1.66M | Buy |
482
+216
| +81% | +$743K | ﹤0.01% | 1978 |
|
|
2020
Q4 | $1.32M | Buy |
266
+95
| +56% | +$470K | ﹤0.01% | 1964 |
|
|
2020
Q3 | $1.08M | Sell |
171
-343
| -67% | -$2.17M | ﹤0.01% | 1883 |
|
|
2020
Q2 | $2.23M | Buy |
514
+430
| +512% | +$1.87M | ﹤0.01% | 1289 |
|
|
2020
Q1 | $38K | Buy |
+84
| New | +$38K | ﹤0.01% | 3098 |
|