Stifel Financial’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 | $3.69M | Sell |
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|
2025
Q2 | $2.98M | Sell |
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|
2025
Q1 | $3.47M | Buy |
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|
2024
Q4 | $4.68M | Sell |
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|
2024
Q3 | $3.39M | Sell |
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|
2024
Q2 | $3.21M | Sell |
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|
2024
Q1 | $4.37M | Buy |
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|
2023
Q4 | $4.95M | Sell |
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|
2023
Q3 | $5.02M | Buy |
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|
2023
Q2 | $4.94M | Sell |
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|
2023
Q1 | $5.06M | Buy |
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|
2022
Q4 | $3.84M | Sell |
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|
2022
Q3 | $4.01M | Buy |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $4.56M | Buy |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $1.64M | Buy |
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|
2021
Q1 | $815K | Sell |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $902K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $214K | Buy |
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