Heritage Family Offices’s Korn Ferry KFY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Hold	4,113	–	–	0.14%	131
2025 Q1	$279K	Buy	4,113 +253	+7%	+$17.2K	0.14%	130
2024 Q4	$260K	Buy	3,860 +259	+7%	+$17.5K	0.13%	147
2024 Q3	$271K	Sell	3,601 -12	-0.3%	-$903	0.14%	143
2024 Q2	$243K	Buy	+3,613	New	+$243K	0.13%	146