Sunbelt Securities’s Workiva WK Stock Holding History

Sunbelt Securities’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.71K	Hold
2025 Q1	$3.26K	Hold
2024 Q4	$4.72K	Hold
2024 Q3	$3.4K	Hold
2024 Q2	$3.14K	Hold
2024 Q1	$3.65K	Sell
2023 Q4	$17.2K	Hold
2023 Q3	$17.1K	Hold
2023 Q2	$17.2K	Buy
2023 Q1	$8.99K	Buy