Steward Partners Investment Advisory’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6 | Hold |
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|
2025
Q4 | $10 | Buy |
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|
2025
Q3 | – | Hold |
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|
2025
Q2 | – | Hold |
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|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Hold |
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|
2023
Q3 | – | Hold |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $24.9K | Hold |
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|
2020
Q4 | $30K | Hold |
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|
2020
Q3 | $61K | Buy |
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