LPL Financial’s Karat Packaging KRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,809
| Closed | -$993K | – | 5289 |
|
|
2024
Q4 | $993K | Sell |
32,809
-700
| -2% | -$21.2K | ﹤0.01% | 3459 |
|
|
2024
Q3 | $868K | Sell |
33,509
-6,440
| -16% | -$167K | ﹤0.01% | 3476 |
|
|
2024
Q2 | $1.18M | Buy |
39,949
+4,790
| +14% | +$142K | ﹤0.01% | 3061 |
|
|
2024
Q1 | $1.01M | Buy |
35,159
+1,695
| +5% | +$48.5K | ﹤0.01% | 3141 |
|
|
2023
Q4 | $832K | Sell |
33,464
-250
| -0.7% | -$6.21K | ﹤0.01% | 3176 |
|
|
2023
Q3 | $777K | Buy |
+33,714
| New | +$777K | ﹤0.01% | 3094 |
|