Advisornet Financial’s Kirby Corp KEX Stock Holding History

Advisornet Financial’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-25	Closed	-$2.09K	–	2307
2025 Q3	$2.09K	Sell	25 -4	-14%	-$402	﹤0.01%	1862
2025 Q2	$3.29K	Buy	29 +27	+1,350%	+$2.83K	﹤0.01%	1756
2025 Q1	$202	Buy	2 +1	+100%	+$104	﹤0.01%	2072
2024 Q4	$106	Sell	1 -8	-89%	-$964	﹤0.01%	1924
2024 Q3	$1.1K	Sell	9 -7	-44%	-$835	﹤0.01%	1915
2024 Q2	$1.92K	Buy	16 +7	+78%	+$782	﹤0.01%	1647
2024 Q1	$858	Sell	9 -7	-44%	-$591	﹤0.01%	1799
2023 Q4	$1.26K	Buy	16 +1	+7%	+$78	﹤0.01%	1832
2023 Q3	$1.24K	Hold	15	–	–	﹤0.01%	1754
2023 Q2	$1.15K	Sell	15 -1	-6%	-$72	﹤0.01%	1845
2023 Q1	$1.11K	Buy	16 +6	+60%	+$413	﹤0.01%	1852
2022 Q4	$644	Buy	+10	New	+$667	﹤0.01%	1975
2019 Q3	–	Sell	-100	Closed	-$8K	–	1912
2019 Q2	$8K	Buy	+100	New	+$8.03K	﹤0.01%	1284

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return