Summit Securities Group’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$63.9K	Buy	+934	New	+$63.9K	0.01%	354
2023 Q1	–	Hold	0	–	–	–	1122
2022 Q4	–	Sell	-10,000	Closed	-$778K	–	1151
2022 Q3	$778K	Buy	+10,000	New	+$778K	0.06%	100