KFG Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
1,282
+87
| +7% | +$38.9K | 0.09% | 116 |
|
|
2025
Q1 | $543K | Buy |
1,195
+69
| +6% | +$31.4K | 0.1% | 111 |
|
|
2024
Q4 | $541K | Buy |
1,126
+59
| +6% | +$28.3K | 0.1% | 106 |
|
|
2024
Q3 | $491K | Buy |
1,067
+59
| +6% | +$27.1K | 0.11% | 116 |
|
|
2024
Q2 | $412K | Buy |
1,008
+62
| +7% | +$25.3K | 0.16% | 106 |
|
|
2024
Q1 | $430K | Buy |
946
+10
| +1% | +$4.55K | 0.18% | 101 |
|
|
2023
Q4 | $447K | Sell |
936
-26
| -3% | -$12.4K | 0.2% | 84 |
|
|
2023
Q3 | $421K | Buy |
962
+131
| +16% | +$57.3K | 0.23% | 78 |
|
|
2023
Q2 | $333K | Buy |
+831
| New | +$333K | 0.19% | 85 |
|