Allworth Financial’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
1,298
+70
| +6% | +$5.78K | ﹤0.01% | 1496 |
|
|
2025
Q1 | $72.7K | Sell |
1,228
-4
| -0.3% | -$237 | ﹤0.01% | 1376 |
|
|
2024
Q4 | $76.7K | Sell |
1,232
-29
| -2% | -$1.81K | ﹤0.01% | 1377 |
|
|
2024
Q3 | $77.9K | Sell |
1,261
-27
| -2% | -$1.67K | ﹤0.01% | 1194 |
|
|
2024
Q2 | $77K | Buy |
1,288
+71
| +6% | +$4.25K | ﹤0.01% | 1178 |
|
|
2024
Q1 | $63.4K | Buy |
1,217
+31
| +3% | +$1.61K | ﹤0.01% | 1205 |
|
|
2023
Q4 | $49.1K | Buy |
1,186
+20
| +2% | +$827 | ﹤0.01% | 1212 |
|
|
2023
Q3 | $47.9K | Buy |
1,166
+648
| +125% | +$26.6K | ﹤0.01% | 1133 |
|
|
2023
Q2 | $18.9K | Sell |
518
-179
| -26% | -$6.52K | ﹤0.01% | 1581 |
|
|
2023
Q1 | $25.4K | Buy |
697
+309
| +80% | +$11.3K | ﹤0.01% | 1323 |
|
|
2022
Q4 | $15K | Buy |
388
+176
| +83% | +$6.8K | ﹤0.01% | 1518 |
|
|
2022
Q3 | $6K | Sell |
212
-149
| -41% | -$4.22K | ﹤0.01% | 1823 |
|
|
2022
Q2 | $13K | Buy |
+361
| New | +$13K | ﹤0.01% | 1451 |
|