AR
Advisory Research’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07M | Buy |
97,765
+5,067
| +5% | +$418K | 1.24% | 26 |
|
|
2025
Q1 | $5.02M | Sell |
92,698
-10,877
| -11% | -$589K | 0.88% | 31 |
|
|
2024
Q4 | $5.89M | Sell |
103,575
-1,307
| -1% | -$74.4K | 0.98% | 31 |
|
|
2024
Q3 | $6.48M | Sell |
104,882
-1,936
| -2% | -$120K | 1.15% | 30 |
|
|
2024
Q2 | $6.05M | Sell |
106,818
-84,133
| -44% | -$4.76M | 1.14% | 30 |
|
|
2024
Q1 | $9.94M | Buy |
190,951
+48,080
| +34% | +$2.5M | 1.98% | 17 |
|
|
2023
Q4 | $5.91M | Sell |
142,871
-28,683
| -17% | -$1.19M | 0.91% | 25 |
|
|
2023
Q3 | $7.05M | Buy |
171,554
+25,012
| +17% | +$1.03M | 0.98% | 22 |
|
|
2023
Q2 | $5.33M | Buy |
146,542
+44,368
| +43% | +$1.61M | 0.68% | 31 |
|
|
2023
Q1 | $3.72M | Sell |
102,174
-137,442
| -57% | -$5.01M | 0.61% | 39 |
|
|
2022
Q4 | $9.26M | Sell |
239,616
-9,359
| -4% | -$362K | 0.87% | 27 |
|
|
2022
Q3 | $7.5M | Sell |
248,975
-7,602
| -3% | -$229K | 0.73% | 30 |
|
|
2022
Q2 | $9.55M | Buy |
256,577
+2,990
| +1% | +$111K | 0.93% | 26 |
|
|
2022
Q1 | $12.4M | Sell |
253,587
-8,036
| -3% | -$392K | 0.99% | 25 |
|
|
2021
Q4 | $12.1M | Sell |
261,623
-4,161
| -2% | -$192K | 0.95% | 25 |
|
|
2021
Q3 | $12.3M | Sell |
265,784
-4,962
| -2% | -$230K | 0.79% | 39 |
|
|
2021
Q2 | $13.3M | Buy |
270,746
+54,376
| +25% | +$2.68M | 0.88% | 33 |
|
|
2021
Q1 | $10.7M | Sell |
216,370
-216,862
| -50% | -$10.7M | 0.75% | 44 |
|
|
2020
Q4 | $17.2M | Buy |
+433,232
| New | +$17.2M | 1.26% | 19 |
|
|
2018
Q4 | – | Sell |
-44,207
| Closed | -$2.13M | – | 378 |
|
|
2018
Q3 | $2.13M | Hold |
44,207
| – | – | 0.03% | 193 |
|
|
2018
Q2 | $2.06M | Sell |
44,207
-23,675
| -35% | -$1.1M | 0.03% | 210 |
|
|
2018
Q1 | $3.93M | Buy |
67,882
+24,237
| +56% | +$1.4M | 0.07% | 160 |
|
|
2017
Q4 | $2.55M | Buy |
43,645
+10,645
| +32% | +$623K | 0.04% | 194 |
|
|
2017
Q3 | $1.62M | Buy |
33,000
+23,000
| +230% | +$1.13M | 0.03% | 241 |
|
|
2017
Q2 | $505K | Buy |
+10,000
| New | +$505K | 0.01% | 362 |
|