Steward Partners Investment Advisory’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5 | Hold |
5
| – | – | ﹤0.01% | 4103 |
|
|
2025
Q1 | $9 | Hold |
5
| – | – | ﹤0.01% | 4003 |
|
|
2024
Q4 | $41 | Hold |
5
| – | – | ﹤0.01% | 3936 |
|
|
2024
Q3 | $50 | Buy |
5
+4
| +400% | +$40 | ﹤0.01% | 3693 |
|
|
2024
Q2 | $13 | Hold |
1
| – | – | ﹤0.01% | 3598 |
|
|
2024
Q1 | $35 | Hold |
1
| – | – | ﹤0.01% | 3538 |
|
|
2023
Q4 | $54 | Hold |
1
| – | – | ﹤0.01% | 3459 |
|
|
2023
Q3 | $124 | Buy |
+1
| New | +$124 | ﹤0.01% | 3314 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | -$5K | – | 3331 |
|
|
2021
Q3 | $5K | Sell |
2
-5
| -71% | -$12.5K | ﹤0.01% | 2826 |
|
|
2021
Q2 | $30K | Hold |
7
| – | – | ﹤0.01% | 4225 |
|
|
2021
Q1 | $24.9K | Buy |
7
+1
| +17% | +$3.56K | ﹤0.01% | 2368 |
|
|
2020
Q4 | $30K | Sell |
6
-4
| -40% | -$20K | ﹤0.01% | 1910 |
|
|
2020
Q3 | $61K | Buy |
+10
| New | +$61K | ﹤0.01% | 1413 |
|