Truist 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
Q4 | $331K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $211K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $266K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $34K | Buy |
|