Advisors Asset Management’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
14,796
+726
| +5% | +$60K | 0.02% | 716 |
|
|
2025
Q1 | $761K | Sell |
14,070
-1,542
| -10% | -$83.4K | 0.01% | 832 |
|
|
2024
Q4 | $888K | Buy |
15,612
+780
| +5% | +$44.4K | 0.02% | 773 |
|
|
2024
Q3 | $916K | Sell |
14,832
-3,688
| -20% | -$228K | 0.02% | 758 |
|
|
2024
Q2 | $1.05M | Buy |
18,520
+18
| +0.1% | +$1.02K | 0.02% | 713 |
|
|
2024
Q1 | $963K | Sell |
18,502
-8,842
| -32% | -$460K | 0.02% | 746 |
|
|
2023
Q4 | $1.13M | Sell |
27,344
-436
| -2% | -$18K | 0.02% | 694 |
|
|
2023
Q3 | $1.14M | Buy |
27,780
+865
| +3% | +$35.6K | 0.02% | 687 |
|
|
2023
Q2 | $980K | Buy |
26,915
+2,174
| +9% | +$79.1K | 0.02% | 743 |
|
|
2023
Q1 | $901K | Buy |
24,741
+3,181
| +15% | +$116K | 0.02% | 791 |
|
|
2022
Q4 | $834K | Buy |
21,560
+2,684
| +14% | +$104K | 0.02% | 807 |
|
|
2022
Q3 | $569K | Buy |
18,876
+3,918
| +26% | +$118K | 0.01% | 897 |
|
|
2022
Q2 | $556K | Buy |
14,958
+4,602
| +44% | +$171K | 0.01% | 916 |
|
|
2022
Q1 | $506K | Buy |
10,356
+7,164
| +224% | +$350K | 0.01% | 1006 |
|
|
2021
Q4 | $147K | Buy |
3,192
+1,906
| +148% | +$87.8K | ﹤0.01% | 1306 |
|
|
2021
Q3 | $60K | Sell |
1,286
-2,269
| -64% | -$106K | ﹤0.01% | 1348 |
|
|
2021
Q2 | $175K | Buy |
3,555
+545
| +18% | +$26.8K | ﹤0.01% | 1222 |
|
|
2021
Q1 | $149K | Sell |
3,010
-14
| -0.5% | -$693 | ﹤0.01% | 1268 |
|
|
2020
Q4 | $120K | Sell |
3,024
-3
| -0.1% | -$119 | ﹤0.01% | 1327 |
|
|
2020
Q3 | $97K | Buy |
3,027
+356
| +13% | +$11.4K | ﹤0.01% | 1310 |
|
|
2020
Q2 | $74K | Buy |
+2,671
| New | +$74K | ﹤0.01% | 1353 |
|
|
2013
Q3 | – | Sell |
-1,348
| Closed | -$40K | – | 1765 |
|
|
2013
Q2 | $40K | Buy |
+1,348
| New | +$40K | ﹤0.01% | 1600 |
|