Summit Global Investments’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
7,346
+1,003
| +16% | +$68.7K | 0.03% | 307 |
|
|
2025
Q1 | $481K | Buy |
+6,343
| New | +$481K | 0.04% | 300 |
|
|
2024
Q2 | – | Sell |
-2,582
| Closed | -$219K | – | 590 |
|
|
2024
Q1 | $219K | Sell |
2,582
-321
| -11% | -$27.2K | 0.02% | 470 |
|
|
2023
Q4 | $295K | Buy |
2,903
+503
| +21% | +$51.1K | 0.02% | 436 |
|
|
2023
Q3 | $243K | Hold |
2,400
| – | – | 0.02% | 458 |
|
|
2023
Q2 | $244K | Buy |
+2,400
| New | +$244K | 0.02% | 469 |
|