Raymond James & Associates’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.17M | Sell |
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|
2024
Q2 | $4.03M | Buy |
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|
2024
Q1 | $4.39M | Buy |
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|
2023
Q4 | $3.56M | Sell |
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|
2023
Q3 | $3.58M | Sell |
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|
2023
Q2 | $3.64M | Sell |
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|
2023
Q1 | $3.95M | Buy |
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|
2022
Q4 | $3.01M | Sell |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $4.54M | Sell |
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|
2021
Q3 | $4.92M | Buy |
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|
2021
Q2 | $3.51M | Buy |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $548K | Sell |
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|
2020
Q3 | $350K | Hold |
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|
2020
Q2 | $336K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Sell |
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|
2019
Q3 | $273K | Buy |
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|
2019
Q2 | $233K | Buy |
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