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KDK Private Wealth Management’s Sable Offshore Corp SOC Stock Holding History

KDK Private Wealth Management’s Portfolio SOC Stock Details SOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$516K Buy
23,458
+6,250
+36% +$137K 0.55% 31
2025
Q1 		$437K Hold
17,208
– – 0.5% 33
2024
Q4 		$394K Buy
+17,208
New +$394K 0.41% 34