KWM
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KFG Wealth Management’s Broadridge BR Stock Holding History

KFG Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$400K Buy
1,647
+146
+10% +$35.5K 0.06% 140
2025
Q1 		$364K Buy
1,501
+99
+7% +$24K 0.07% 136
2024
Q4 		$317K Buy
1,402
+210
+18% +$47.5K 0.06% 136
2024
Q3 		$256K Buy
+1,192
New +$256K 0.06% 156