RIA 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 | $242K | Sell |
3,540
-400
| -10% | -$27.4K | 0.07% | 113 |
|
|
2025
Q1 | $299K | Sell |
3,940
-103
| -3% | -$7.82K | 0.1% | 102 |
|
|
2024
Q4 | $443K | Sell |
4,043
-103
| -2% | -$11.3K | 0.15% | 81 |
|
|
2024
Q3 | $328K | Buy |
+4,146
| New | +$328K | 0.12% | 92 |
|
|
2024
Q1 | $404K | Buy |
+4,761
| New | +$404K | 0.16% | 80 |
|
|
2023
Q4 | – | Sell |
-4,969
| Closed | -$504K | – | 201 |
|
|
2023
Q3 | $504K | Buy |
4,969
+682
| +16% | +$69.1K | 0.23% | 60 |
|
|
2023
Q2 | $436K | Sell |
4,287
-602
| -12% | -$61.2K | 0.19% | 73 |
|
|
2023
Q1 | $501K | Sell |
4,889
-197
| -4% | -$20.2K | 0.23% | 63 |
|
|
2022
Q4 | $427K | Buy |
+5,086
| New | +$427K | 0.25% | 61 |
|