Citigroup’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.99M | Buy |
50,061
+20,171
| +67% | +$1.41M | ﹤0.01% | 2382 |
|
|
2025
Q4 | $2.58M | Sell |
29,890
-50,103
| -63% | -$4.44M | ﹤0.01% | 2490 |
|
|
2025
Q3 | $6.89M | Sell |
79,993
-20,489
| -20% | -$1.54M | ﹤0.01% | 1765 |
|
|
2025
Q2 | $6.88M | Buy |
100,482
+47,651
| +90% | +$3.28M | ﹤0.01% | 1649 |
|
|
2025
Q1 | $4.01M | Sell |
52,831
-46,428
| -47% | -$4.38M | ﹤0.01% | 2115 |
|
|
2024
Q4 | $10.9M | Buy |
99,259
+5,276
| +6% | +$486K | 0.01% | 1321 |
|
|
2024
Q3 | $7.44M | Buy |
93,983
+24,226
| +35% | +$1.82M | ﹤0.01% | 1527 |
|
|
2024
Q2 | $5.09M | Buy |
69,757
+45,215
| +184% | +$3.56M | ﹤0.01% | 1613 |
|
|
2024
Q1 | $2.08M | Sell |
24,542
-7,759
| -24% | -$699K | ﹤0.01% | 2402 |
|
|
2023
Q4 | $3.28M | Buy |
32,301
+7,227
| +29% | +$697K | ﹤0.01% | 1877 |
|
|
2023
Q3 | $2.54M | Sell |
25,074
-13,543
| -35% | -$1.41M | ﹤0.01% | 1832 |
|
|
2023
Q2 | $3.93M | Buy |
38,617
+16,125
| +72% | +$1.55M | ﹤0.01% | 1658 |
|
|
2023
Q1 | $2.3M | Buy |
22,492
+3,562
| +19% | +$323K | ﹤0.01% | 1916 |
|
|
2022
Q4 | $1.59M | Sell |
18,930
-9,428
| -33% | -$731K | ﹤0.01% | 2221 |
|
|
2022
Q3 | $2.21M | Sell |
28,358
-3,526
| -11% | -$241K | ﹤0.01% | 2073 |
|
|
2022
Q2 | $2.1M | Sell |
31,884
-7,371
| -19% | -$614K | ﹤0.01% | 2065 |
|
|
2022
Q1 | $4.63M | Sell |
39,255
-17,777
| -31% | -$1.97M | ﹤0.01% | 1716 |
|
|
2021
Q4 | $7.44M | Sell |
57,032
-15,338
| -21% | -$2.16M | ﹤0.01% | 1581 |
|
|
2021
Q3 | $10.2M | Sell |
72,370
-7,304
| -9% | -$990K | 0.01% | 1399 |
|
|
2021
Q2 | $8.87M | Sell |
79,674
-3,045
| -4% | -$296K | 0.01% | 1500 |
|
|
2021
Q1 | $7.3M | Sell |
82,719
-26,454
| -24% | -$2.62M | ﹤0.01% | 1561 |
|
|
2020
Q4 | $10M | Buy |
109,173
+32,658
| +43% | +$2.29M | 0.01% | 1552 |
|
|
2020
Q3 | $4.27M | Sell |
76,515
-65,689
| -46% | -$3.66M | ﹤0.01% | 1999 |
|
|
2020
Q2 | $7.61M | Buy |
142,204
+115,357
| +430% | +$4.73M | 0.01% | 1526 |
|
|
2020
Q1 | $868K | Buy |
26,847
+5,291
| +25% | +$220K | ﹤0.01% | 3330 |
|
|
2019
Q4 | $906K | Buy |
21,556
+9,216
| +75% | +$388K | ﹤0.01% | 3848 |
|
|
2019
Q3 | $541K | Sell |
12,340
-3,673
| -23% | -$194K | ﹤0.01% | 4263 |
|
|
2019
Q2 | $930K | Buy |
16,013
+5,428
| +51% | +$291K | ﹤0.01% | 3712 |
|
|
2019
Q1 | $537K | Buy |
10,585
+2
| +0% | +$88 | ﹤0.01% | 4108 |
|
|
2018
Q4 | $380K | Buy |
10,583
+10,180
| +2,526% | +$358K | ﹤0.01% | 4414 |
|
|
2018
Q3 | $16K | Sell |
403
-3,428
| -89% | -$107K | ﹤0.01% | 7190 |
|
|
2018
Q2 | $93K | Buy |
3,831
+1,227
| +47% | +$30.9K | ﹤0.01% | 5794 |
|
|
2018
Q1 | $62K | Sell |
2,604
-34
| -1% | -$782 | ﹤0.01% | 6004 |
|
|
2017
Q4 | $57K | Buy |
2,638
+2,561
| +3,326% | +$56.3K | ﹤0.01% | 6090 |
|
|
2017
Q3 | $2K | Sell |
77
-95
| -55% | -$1.88K | ﹤0.01% | 7051 |
|
|
2017
Q2 | $3K | Sell |
172
-357
| -67% | -$6.31K | ﹤0.01% | 6911 |
|
|
2017
Q1 | $8K | Sell |
529
-14,169
| -96% | -$199K | ﹤0.01% | 6650 |
|
|
2016
Q4 | $201K | Buy |
14,698
+12,761
| +659% | +$196K | ﹤0.01% | 5272 |
|
|
2016
Q3 | $35K | Sell |
1,937
-409
| -17% | -$6.63K | ﹤0.01% | 5898 |
|
|
2016
Q2 | $32K | Sell |
2,346
-2,733
| -54% | -$34.6K | ﹤0.01% | 5860 |
|
|
2016
Q1 | $59K | Buy |
5,079
+2,596
| +105% | +$34.2K | ﹤0.01% | 6016 |
|
|
2015
Q4 | $44K | Buy |
2,483
+2,402
| +2,965% | +$41.5K | ﹤0.01% | 6034 |
|
|
2015
Q3 | $1K | Sell |
81
-14
| -15% | -$202 | ﹤0.01% | 7227 |
|
|
2015
Q2 | $1K | Sell |
95
-3
| -3% | -$42 | ﹤0.01% | 7344 |
|
|
2015
Q1 | $1K | Buy |
+98
| New | +$1.36K | ﹤0.01% | 7085 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH