HighTower Advisors’s Kodiak AI KDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-107,420
|
|
||||
|
2024
Q2 | $1.15M | Sell |
107,420
-14,400
|
|
||||
|
2024
Q1 | $1.29M | Sell |
121,820
-15,840
|
|
||||
|
2023
Q4 | $1.44M | Sell |
137,660
-455,015
|
|
||||
|
2023
Q3 | $6.08M | Sell |
592,675
-3,292,947
|
|
||||
|
2023
Q2 | $39.5M | Buy |
+3,885,622
|
|