Raymond James 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
$3.51M Sell
51,239
-1,295
-2% -$88.6K ﹤0.01% 2626
2025
Q1
$3.99M Sell
52,534
-54
-0.1% -$4.1K ﹤0.01% 2473
2024
Q4
$5.76M Buy
+52,588
New +$5.76M ﹤0.01% 2231