Raymond James Financial Services Advisors’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 |
-44
| Closed | -$2.56K | – | 3512 |
|
|
2024
Q1 | $2.56K | Hold |
44
| – | – | ﹤0.01% | 3370 |
|
|
2023
Q4 | $3.94K | Sell |
44
-4
| -8% | -$358 | ﹤0.01% | 3267 |
|
|
2023
Q3 | $4.95K | Sell |
48
-4
| -8% | -$412 | ﹤0.01% | 3221 |
|
|
2023
Q2 | $11.4K | Buy |
52
+4
| +8% | +$878 | ﹤0.01% | 3195 |
|
|
2023
Q1 | $16.1K | Sell |
48
-8
| -14% | -$2.69K | ﹤0.01% | 3182 |
|
|
2022
Q4 | $21.2K | Buy |
56
+5
| +10% | +$1.89K | ﹤0.01% | 3129 |
|
|
2022
Q3 | $37K | Hold |
51
| – | – | ﹤0.01% | 3100 |
|
|
2022
Q2 | $33K | Sell |
51
-4
| -7% | -$2.59K | ﹤0.01% | 3102 |
|
|
2022
Q1 | $69K | Sell |
55
-10
| -15% | -$12.5K | ﹤0.01% | 3129 |
|
|
2021
Q4 | $71K | Sell |
65
-16
| -20% | -$17.5K | ﹤0.01% | 3137 |
|
|
2021
Q3 | $156K | Sell |
81
-21
| -21% | -$40.4K | ﹤0.01% | 3036 |
|
|
2021
Q2 | $425K | Sell |
102
-49
| -32% | -$204K | ﹤0.01% | 2475 |
|
|
2021
Q1 | $520K | Sell |
151
-110
| -42% | -$379K | ﹤0.01% | 2257 |
|
|
2020
Q4 | $1.29M | Buy |
261
+172
| +193% | +$850K | ﹤0.01% | 1550 |
|
|
2020
Q3 | $565K | Buy |
89
+27
| +44% | +$171K | ﹤0.01% | 1886 |
|
|
2020
Q2 | $269K | Buy |
+62
| New | +$269K | ﹤0.01% | 2297 |
|
|
2017
Q1 | – | Sell |
-87
| Closed | -$153K | – | 2476 |
|
|
2016
Q4 | $153K | Hold |
87
| – | – | ﹤0.01% | 2125 |
|
|
2016
Q3 | $157K | Sell |
87
-8
| -8% | -$14.4K | ﹤0.01% | 2083 |
|
|
2016
Q2 | $162K | Buy |
+95
| New | +$162K | ﹤0.01% | 2023 |
|