Truist Financial’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,928
| Closed | -$211K | – | 2638 |
|
|
2024
Q4 | $211K | Buy |
+1,928
| New | +$211K | ﹤0.01% | 2345 |
|
|
2024
Q2 | – | Sell |
-2,934
| Closed | -$249K | – | 2732 |
|
|
2024
Q1 | $249K | Sell |
2,934
-334
| -10% | -$28.3K | ﹤0.01% | 2376 |
|
|
2023
Q4 | $332K | Sell |
3,268
-24
| -0.7% | -$2.44K | ﹤0.01% | 2235 |
|
|
2023
Q3 | $334K | Sell |
3,292
-145
| -4% | -$14.7K | ﹤0.01% | 2156 |
|
|
2023
Q2 | $349K | Sell |
3,437
-899
| -21% | -$91.4K | ﹤0.01% | 2152 |
|
|
2023
Q1 | $444K | Buy |
4,336
+172
| +4% | +$17.6K | ﹤0.01% | 2040 |
|
|
2022
Q4 | $350K | Sell |
4,164
-316
| -7% | -$26.5K | ﹤0.01% | 2169 |
|
|
2022
Q3 | $349K | Buy |
+4,480
| New | +$349K | ﹤0.01% | 1998 |
|
|
2022
Q2 | – | Sell |
-2,249
| Closed | -$266K | – | 2771 |
|
|
2022
Q1 | $266K | Buy |
+2,249
| New | +$266K | ﹤0.01% | 2370 |
|
|
2020
Q3 | – | Sell |
-634
| Closed | -$34K | – | 2548 |
|
|
2020
Q2 | $34K | Buy |
+634
| New | +$34K | ﹤0.01% | 2332 |
|