Steward Partners Investment Advisory’s Viking Therapeutics VKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Buy |
270,409
+32,374
| +14% | +$858K | 0.06% | 334 |
|
|
2025
Q1 | $5.75M | Buy |
238,035
+13,626
| +6% | +$329K | 0.05% | 355 |
|
|
2024
Q4 | $9.03M | Buy |
224,409
+66,358
| +42% | +$2.67M | 0.08% | 240 |
|
|
2024
Q3 | $10M | Buy |
158,051
+28,128
| +22% | +$1.78M | 0.09% | 216 |
|
|
2024
Q2 | $6.89M | Buy |
129,923
+45,650
| +54% | +$2.42M | 0.07% | 272 |
|
|
2024
Q1 | $6.91M | Buy |
84,273
+45,527
| +118% | +$3.73M | 0.08% | 268 |
|
|
2023
Q4 | $721K | Buy |
38,746
+21,246
| +121% | +$395K | 0.01% | 844 |
|
|
2023
Q3 | $194K | Buy |
17,500
+7,000
| +67% | +$77.5K | ﹤0.01% | 1299 |
|
|
2023
Q2 | $170K | Hold |
10,500
| – | – | ﹤0.01% | 1361 |
|
|
2023
Q1 | $175K | Hold |
10,500
| – | – | ﹤0.01% | 1349 |
|
|
2022
Q4 | $98.7K | Buy |
10,500
+10,000
| +2,000% | +$94K | ﹤0.01% | 1558 |
|
|
2022
Q3 | $1K | Buy |
+500
| New | +$1K | ﹤0.01% | 3178 |
|
|
2021
Q2 | – | Sell |
-6,200
| Closed | -$39.2K | – | 7419 |
|
|
2021
Q1 | $39.2K | Buy |
+6,200
| New | +$39.2K | ﹤0.01% | 2109 |
|
|
2020
Q1 | – | Sell |
-550
| Closed | -$4K | – | 2711 |
|
|
2019
Q4 | $4K | Buy |
550
+250
| +83% | +$1.82K | ﹤0.01% | 2318 |
|
|
2019
Q3 | $2K | Sell |
300
-800
| -73% | -$5.33K | ﹤0.01% | 2461 |
|
|
2019
Q2 | $9K | Buy |
+1,100
| New | +$9K | ﹤0.01% | 2042 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$5K | – | 2112 |
|
|
2018
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 2144 |
|