AF
KEX icon

Allworth Financial’s Kirby Corp KEX Stock Holding History

Allworth 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
2026
Q1 		$133K Buy
1,000
+649
+185% +$82.2K ﹤0.01% 1650
2025
Q4 		$38.7K Buy
351
+18
+5% +$1.83K ﹤0.01% 2366
2025
Q3 		$27.8K Sell
333
-4
-1% -$402 ﹤0.01% 2504
2025
Q2 		$38.2K Buy
337
+33
+11% +$3.46K ﹤0.01% 2115
2025
Q1 		$29.9K Buy
304
+69
+29% +$7.2K ﹤0.01% 1834
2024
Q4 		$26K Sell
235
-10
-4% -$1.21K ﹤0.01% 1936
2024
Q3 		$30K Sell
245
-10
-4% -$1.19K ﹤0.01% 1660
2024
Q2 		$31.4K Buy
255
+12
+5% +$1.34K ﹤0.01% 1598
2024
Q1 		$23.2K Buy
243
+22
+10% +$1.86K ﹤0.01% 1688
2023
Q4 		$17.3K Sell
221
-3
-1% -$235 ﹤0.01% 1721
2023
Q3 		$18.5K Sell
224
-8
-3% -$647 ﹤0.01% 1571
2023
Q2 		$17.9K Hold
232
– – ﹤0.01% 1604
2023
Q1 		$16.2K Buy
232
+11
+5% +$758 ﹤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 +$12.3K ﹤0.01% 1289
2020
Q2 		– Sell
-165
Closed -$7K – 1285
2020
Q1 		$7K Buy
+165
New +$11.2K ﹤0.01% 791

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VPM
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Dimensional Fund Advisors
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VCM
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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