Allworth Financial’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2K | Buy |
337
+33
| +11% | +$3.74K | ﹤0.01% | 2107 |
|
|
2025
Q1 | $29.9K | Buy |
304
+69
| +29% | +$6.78K | ﹤0.01% | 1827 |
|
|
2024
Q4 | $26K | Sell |
235
-10
| -4% | -$1.11K | ﹤0.01% | 1931 |
|
|
2024
Q3 | $30K | Sell |
245
-10
| -4% | -$1.22K | ﹤0.01% | 1658 |
|
|
2024
Q2 | $31.4K | Buy |
255
+12
| +5% | +$1.48K | ﹤0.01% | 1598 |
|
|
2024
Q1 | $23.2K | Buy |
243
+22
| +10% | +$2.1K | ﹤0.01% | 1688 |
|
|
2023
Q4 | $17.3K | Sell |
221
-3
| -1% | -$235 | ﹤0.01% | 1721 |
|
|
2023
Q3 | $18.5K | Sell |
224
-8
| -3% | -$662 | ﹤0.01% | 1571 |
|
|
2023
Q2 | $17.9K | Hold |
232
| – | – | ﹤0.01% | 1604 |
|
|
2023
Q1 | $16.2K | Buy |
232
+11
| +5% | +$767 | ﹤0.01% | 1583 |
|
|
2022
Q4 | $14.2K | Hold |
221
| – | – | ﹤0.01% | 1550 |
|
|
2022
Q3 | $13K | Hold |
221
| – | – | ﹤0.01% | 1490 |
|
|
2022
Q2 | $13K | Hold |
221
| – | – | ﹤0.01% | 1452 |
|
|
2022
Q1 | $16K | Hold |
221
| – | – | ﹤0.01% | 1340 |
|
|
2021
Q4 | $13K | Hold |
221
| – | – | ﹤0.01% | 1293 |
|
|
2021
Q3 | $11K | Buy |
+221
| New | +$11K | ﹤0.01% | 1289 |
|
|
2020
Q2 | – | Sell |
-165
| Closed | -$7K | – | 1285 |
|
|
2020
Q1 | $7K | Buy |
+165
| New | +$7K | ﹤0.01% | 791 |
|