KFP
KMG Fiduciary Partners’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.79M | Buy |
8,373
+159
| +2% | +$167K | 0.65% | 44 |
|
|
2025
Q1 | $7.77M | Sell |
8,214
-266
| -3% | -$252K | 0.65% | 43 |
|
|
2024
Q4 | $8.69M | Buy |
+8,480
| New | +$8.69M | 0.72% | 36 |
|
|
2024
Q3 | – | Sell |
-9,899
| Closed | -$7.79M | – | 269 |
|
|
2024
Q2 | $7.79M | Buy |
9,899
+100
| +1% | +$78.7K | 0.77% | 31 |
|
|
2024
Q1 | $8.17M | Sell |
9,799
-13
| -0.1% | -$10.8K | 0.85% | 32 |
|
|
2023
Q4 | $7.97M | Buy |
9,812
+158
| +2% | +$128K | 0.93% | 25 |
|
|
2023
Q3 | $6.24M | Buy |
9,654
+134
| +1% | +$86.6K | 0.82% | 31 |
|
|
2023
Q2 | $6.58M | Buy |
9,520
+819
| +9% | +$566K | 0.85% | 27 |
|
|
2023
Q1 | $5.82M | Sell |
8,701
-59
| -0.7% | -$39.5K | 0.84% | 26 |
|
|
2022
Q4 | $6.21M | Buy |
8,760
+130
| +2% | +$92.1K | 1.02% | 21 |
|
|
2022
Q3 | $4.75M | Sell |
8,630
-331
| -4% | -$182K | 0.91% | 26 |
|
|
2022
Q2 | $5.46M | Sell |
8,961
-13
| -0.1% | -$7.92K | 1.02% | 25 |
|
|
2022
Q1 | $6.86M | Buy |
8,974
+48
| +0.5% | +$36.7K | 1.1% | 23 |
|
|
2021
Q4 | $8.17M | Sell |
8,926
-61
| -0.7% | -$55.9K | 1.26% | 17 |
|
|
2021
Q3 | $7.54M | Sell |
8,987
-234
| -3% | -$196K | 1.28% | 15 |
|
|
2021
Q2 | $8.07M | Buy |
9,221
+27
| +0.3% | +$23.6K | 1.42% | 16 |
|
|
2021
Q1 | $6.93M | Buy |
9,194
+113
| +1% | +$85.2K | 1.35% | 18 |
|
|
2020
Q4 | $6.49M | Buy |
9,081
+260
| +3% | +$186K | 1.37% | 18 |
|
|
2020
Q3 | $4.97M | Buy |
8,821
+195
| +2% | +$110K | 1.24% | 23 |
|
|
2020
Q2 | $4.69M | Sell |
8,626
-1,851
| -18% | -$1.01M | 1.3% | 22 |
|
|
2020
Q1 | $4.61M | Buy |
10,477
+2,463
| +31% | +$1.08M | 1.5% | 21 |
|
|
2019
Q4 | $4.03M | Buy |
8,014
+228
| +3% | +$115K | 1.23% | 31 |
|
|
2019
Q3 | $3.47M | Buy |
7,786
+214
| +3% | +$95.4K | 1.18% | 30 |
|
|
2019
Q2 | $3.55M | Buy |
7,572
+196
| +3% | +$92K | 1.28% | 29 |
|
|
2019
Q1 | $3.15M | Buy |
7,376
+337
| +5% | +$144K | 1.2% | 28 |
|
|
2018
Q4 | $2.77M | Buy |
+7,039
| New | +$2.77M | 1.26% | 28 |
|