Sunbelt Securities’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71K | Hold |
43
| – | – | ﹤0.01% | 1459 |
|
|
2025
Q1 | $3.26K | Hold |
43
| – | – | ﹤0.01% | 1497 |
|
|
2024
Q4 | $4.72K | Hold |
43
| – | – | ﹤0.01% | 1457 |
|
|
2024
Q3 | $3.4K | Hold |
43
| – | – | ﹤0.01% | 1524 |
|
|
2024
Q2 | $3.14K | Hold |
43
| – | – | ﹤0.01% | 1477 |
|
|
2024
Q1 | $3.65K | Sell |
43
-126
| -75% | -$10.7K | ﹤0.01% | 1418 |
|
|
2023
Q4 | $17.2K | Hold |
169
| – | – | ﹤0.01% | 1061 |
|
|
2023
Q3 | $17.1K | Hold |
169
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q2 | $17.2K | Buy |
169
+79
| +88% | +$8.03K | ﹤0.01% | 1059 |
|
|
2023
Q1 | $9K | Buy |
+90
| New | +$9K | ﹤0.01% | 1155 |
|