Heritage Wealth Management (Arizona)’s Korn Ferry KFY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$243K Sell
3,613
-367
-9% -$24.6K 0.13% 146
2024
Q1
$262K Sell
3,980
-63
-2% -$4.14K 0.13% 140
2023
Q4
$240K Buy
+4,043
New +$240K 0.13% 143
2022
Q4
$506K Buy
9,991
+6,121
+158% +$310K 0.07% 213
2022
Q3
$182K Buy
3,870
+72
+2% +$3.39K 0.06% 245
2022
Q2
$220K Buy
3,798
+401
+12% +$23.3K 0.07% 218
2022
Q1
$221K Buy
+3,397
New +$221K 0.06% 255
2021
Q3
$130K Buy
1,800
+275
+18% +$19.9K 0.05% 298
2021
Q2
$111K Buy
1,525
+569
+60% +$41.4K 0.04% 322
2021
Q1
$60K Buy
+956
New +$60K 0.03% 346