Stifel Financial’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
43,499
-2,256
| -5% | -$154K | ﹤0.01% | 1561 |
|
|
2025
Q1 | $3.47M | Buy |
45,755
+3,023
| +7% | +$229K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $4.68M | Sell |
42,732
-136
| -0.3% | -$14.9K | ﹤0.01% | 1239 |
|
|
2024
Q3 | $3.39M | Sell |
42,868
-1,165
| -3% | -$92.2K | ﹤0.01% | 1432 |
|
|
2024
Q2 | $3.21M | Sell |
44,033
-7,483
| -15% | -$546K | ﹤0.01% | 1405 |
|
|
2024
Q1 | $4.37M | Buy |
51,516
+2,797
| +6% | +$237K | 0.01% | 1224 |
|
|
2023
Q4 | $4.95M | Sell |
48,719
-851
| -2% | -$86.4K | 0.01% | 1100 |
|
|
2023
Q3 | $5.02M | Buy |
49,570
+935
| +2% | +$94.8K | 0.01% | 1033 |
|
|
2023
Q2 | $4.94M | Sell |
48,635
-768
| -2% | -$78.1K | 0.01% | 1046 |
|
|
2023
Q1 | $5.06M | Buy |
49,403
+3,725
| +8% | +$381K | 0.01% | 1010 |
|
|
2022
Q4 | $3.84M | Sell |
45,678
-5,837
| -11% | -$490K | 0.01% | 1125 |
|
|
2022
Q3 | $4.01M | Buy |
51,515
+18,207
| +55% | +$1.42M | 0.01% | 1049 |
|
|
2022
Q2 | $2.2M | Sell |
33,308
-5,376
| -14% | -$355K | ﹤0.01% | 1435 |
|
|
2022
Q1 | $4.56M | Buy |
38,684
+24,017
| +164% | +$2.83M | 0.01% | 1104 |
|
|
2021
Q4 | $1.91M | Sell |
14,667
-1,884
| -11% | -$246K | ﹤0.01% | 1649 |
|
|
2021
Q3 | $2.33M | Buy |
16,551
+1,819
| +12% | +$256K | ﹤0.01% | 1483 |
|
|
2021
Q2 | $1.64M | Buy |
14,732
+5,493
| +59% | +$611K | ﹤0.01% | 1744 |
|
|
2021
Q1 | $815K | Sell |
9,239
-8,528
| -48% | -$752K | ﹤0.01% | 2132 |
|
|
2020
Q4 | $1.63M | Buy |
17,767
+1,586
| +10% | +$145K | ﹤0.01% | 1519 |
|
|
2020
Q3 | $902K | Buy |
+16,181
| New | +$902K | ﹤0.01% | 1709 |
|
|
2019
Q2 | – | Sell |
-4,240
| Closed | -$214K | – | 3059 |
|
|
2019
Q1 | $214K | Buy |
+4,240
| New | +$214K | ﹤0.01% | 2557 |
|