Schechter Investment Advisors’s Kodiak AI KDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $31.6M | Sell |
2,832,247
-196,534
|
|
||||
|
2024
Q4 | $33.3M | Sell |
3,028,781
-378,779
|
|
||||
|
2024
Q3 | $36.9M | Sell |
3,407,560
-254,307
|
|
||||
|
2024
Q2 | $39.1M | Sell |
3,661,867
-448,476
|
|
||||
|
2024
Q1 | $43.4M | Buy |
4,110,343
+1,137,822
|
|
||||
|
2023
Q4 | $31M | Buy |
2,972,521
+1,270,678
|
|
||||
|
2023
Q3 | $17.5M | Buy |
1,701,843
+125,650
|
|
||||
|
2023
Q2 | $16M | Buy |
+1,576,193
|
|