AssetMark Inc’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 | $5.67K | Buy |
50
+38
| +317% | +$4.31K | ﹤0.01% | 2098 |
|
|
2025
Q1 | $1.21K | Hold |
12
| – | – | ﹤0.01% | 2267 |
|
|
2024
Q4 | $1.27K | Hold |
12
| – | – | ﹤0.01% | 2196 |
|
|
2024
Q3 | $1.47K | Buy |
+12
| New | +$1.47K | ﹤0.01% | 1933 |
|
|
2020
Q1 | – | Sell |
-313
| Closed | -$28K | – | 1458 |
|
|
2019
Q4 | $28K | Hold |
313
| – | – | ﹤0.01% | 865 |
|
|
2019
Q3 | $26K | Sell |
313
-30
| -9% | -$2.49K | ﹤0.01% | 841 |
|
|
2019
Q2 | $27K | Hold |
343
| – | – | ﹤0.01% | 837 |
|
|
2019
Q1 | $26K | Sell |
343
-39
| -10% | -$2.96K | ﹤0.01% | 829 |
|
|
2018
Q4 | $26K | Buy |
+382
| New | +$26K | ﹤0.01% | 828 |
|
|
2016
Q1 | – | Sell |
-35
| Closed | -$2K | – | 1300 |
|
|
2015
Q4 | $2K | Buy |
35
+32
| +1,067% | +$1.83K | ﹤0.01% | 1100 |
|
|
2015
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 794 |
|