Paladin Advisory Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Hold |
1,857
| – | – | 0.1% | 100 |
|
|
2025
Q1 | $141K | Hold |
1,857
| – | – | 0.11% | 98 |
|
|
2024
Q4 | $203K | Hold |
1,857
| – | – | 0.16% | 82 |
|
|
2024
Q3 | $147K | Hold |
1,857
| – | – | 0.11% | 99 |
|
|
2024
Q2 | $133K | Hold |
1,857
| – | – | 0.1% | 100 |
|
|
2024
Q1 | $155K | Hold |
1,857
| – | – | 0.12% | 95 |
|
|
2023
Q4 | $189K | Hold |
1,857
| – | – | 0.16% | 88 |
|
|
2023
Q3 | $188K | Hold |
1,857
| – | – | 0.16% | 91 |
|
|
2023
Q2 | $189K | Hold |
1,857
| – | – | 0.15% | 96 |
|
|
2023
Q1 | $190K | Buy |
+1,857
| New | +$190K | 0.16% | 99 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 261 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 267 |
|
|
2022
Q2 | – | Sell |
-1,857
| Closed | -$227K | – | 268 |
|
|
2022
Q1 | $227K | Buy |
+1,857
| New | +$227K | 0.18% | 90 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 259 |
|