Allworth Financial’s Karat Packaging KRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310 | Buy |
11
+2
| +22% | +$56 | ﹤0.01% | 4233 |
|
|
2025
Q1 | $234 | Hold |
9
| – | – | ﹤0.01% | 3832 |
|
|
2024
Q4 | $280 | Hold |
9
| – | – | ﹤0.01% | 3721 |
|
|
2024
Q3 | $234 | Sell |
9
-48
| -84% | -$1.25K | ﹤0.01% | 3565 |
|
|
2024
Q2 | $1.64K | Hold |
57
| – | – | ﹤0.01% | 3004 |
|
|
2024
Q1 | $1.63K | Buy |
57
+9
| +19% | +$258 | ﹤0.01% | 2894 |
|
|
2023
Q4 | $1.19K | Buy |
+48
| New | +$1.19K | ﹤0.01% | 2894 |
|