SWA
Sutton Wealth Advisors’s Korn Ferry KFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,438
| Closed | -$72.8K | – | 1198 |
|
|
2022
Q4 | $72.8K | Buy |
1,438
+3
| +0.2% | +$152 | 0.03% | 306 |
|
|
2022
Q3 | $67.4K | Sell |
1,435
-12
| -0.8% | -$563 | 0.03% | 316 |
|
|
2022
Q2 | $84K | Buy |
1,447
+11
| +0.8% | +$638 | 0.03% | 266 |
|
|
2022
Q1 | $93.3K | Sell |
1,436
-9
| -0.6% | -$584 | 0.03% | 261 |
|
|
2021
Q4 | $109K | Sell |
1,445
-5
| -0.3% | -$379 | 0.04% | 243 |
|
|
2021
Q3 | $105K | Sell |
1,450
-51
| -3% | -$3.69K | 0.04% | 242 |
|
|
2021
Q2 | $109K | Sell |
1,501
-21
| -1% | -$1.52K | 0.04% | 241 |
|
|
2021
Q1 | $94.9K | Hold |
1,522
| – | – | 0.04% | 248 |
|
|
2020
Q4 | $66.2K | Hold |
1,522
| – | – | 0.03% | 294 |
|
|
2020
Q3 | $44.1K | Hold |
1,522
| – | – | 0.02% | 326 |
|
|
2020
Q2 | $46.8K | Hold |
1,522
| – | – | 0.02% | 317 |
|
|
2020
Q1 | $37K | Buy |
1,522
+525
| +53% | +$12.8K | 0.02% | 334 |
|
|
2019
Q4 | $42.3K | Hold |
997
| – | – | 0.02% | 356 |
|
|
2019
Q3 | $38.5K | Hold |
997
| – | – | 0.02% | 377 |
|
|
2019
Q2 | $40K | Hold |
997
| – | – | 0.02% | 360 |
|
|
2019
Q1 | $44.6K | Hold |
997
| – | – | 0.03% | 324 |
|
|
2018
Q4 | $39.4K | Hold |
997
| – | – | 0.03% | 324 |
|
|
2018
Q3 | $49.1K | Hold |
997
| – | – | 0.03% | 295 |
|
|
2018
Q2 | $61.7K | Hold |
997
| – | – | 0.04% | 244 |
|
|
2018
Q1 | $51.4K | Hold |
997
| – | – | 0.04% | 269 |
|
|
2017
Q4 | $41.3K | Hold |
997
| – | – | 0.03% | 325 |
|
|
2017
Q3 | $39.3K | Hold |
997
| – | – | 0.03% | 331 |
|
|
2017
Q2 | $34.4K | Hold |
997
| – | – | 0.03% | 347 |
|
|
2017
Q1 | $31.4K | Hold |
997
| – | – | 0.03% | 367 |
|
|
2016
Q4 | $29.3K | Buy |
+997
| New | +$29.3K | 0.03% | 373 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1054 |
|
|
2016
Q2 | – | Sell |
-121
| Closed | -$3.42K | – | 1056 |
|
|
2016
Q1 | $3.42K | Buy |
+121
| New | +$3.42K | ﹤0.01% | 830 |
|