Sonora Investment Management Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Sell |
|
|||||
|
2025
Q2 | $250K | Hold |
|
|||||
|
2025
Q1 | $277K | Hold |
|
|||||
|
2024
Q4 | $400K | Hold |
|
|||||
|
2024
Q3 | $289K | Hold |
|
|||||
|
2024
Q2 | $310K | Hold |
|
|||||
|
2024
Q1 | $310K | Hold |
|
|||||
|
2023
Q4 | $371K | Buy |
|
|||||
|
2023
Q3 | $367K | Hold |
|
|||||
|
2023
Q2 | $368K | Hold |
|
|||||
|
2023
Q1 | $371K | Hold |
|
|||||
|
2022
Q4 | $304K | Hold |
|
|||||
|
2022
Q3 | $239K | Hold |
|
|||||
|
2022
Q2 | $239K | Hold |
|
|||||
|
2022
Q1 | $427K | Hold |
|
|||||
|
2021
Q4 | $472K | Buy |
|