ACA
Atlas Capital Advisors’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
8,898
+170
| +2% | +$14K | 0.09% | 189 |
|
|
2025
Q1 | $472K | Sell |
8,728
-460
| -5% | -$24.9K | 0.06% | 272 |
|
|
2024
Q4 | $523K | Sell |
9,188
-1,688
| -16% | -$96K | 0.07% | 225 |
|
|
2024
Q3 | $672K | Sell |
10,876
-1,346
| -11% | -$83.1K | 0.1% | 175 |
|
|
2024
Q2 | $692K | Buy |
12,222
+1,003
| +9% | +$56.8K | 0.09% | 182 |
|
|
2024
Q1 | $584K | Buy |
11,219
+1,102
| +11% | +$57.4K | 0.09% | 194 |
|
|
2023
Q4 | $419K | Buy |
10,117
+3,554
| +54% | +$147K | 0.06% | 244 |
|
|
2023
Q3 | $270K | Buy |
6,563
+16
| +0.2% | +$658 | 0.04% | 298 |
|
|
2023
Q2 | $238K | Buy |
6,547
+379
| +6% | +$13.8K | 0.04% | 334 |
|
|
2023
Q1 | $225K | Buy |
6,168
+1,026
| +20% | +$37.4K | 0.04% | 339 |
|
|
2022
Q4 | $199K | Sell |
5,142
-437
| -8% | -$16.9K | 0.03% | 341 |
|
|
2022
Q3 | $168K | Buy |
5,579
+408
| +8% | +$12.3K | 0.03% | 366 |
|
|
2022
Q2 | $192K | Buy |
5,171
+211
| +4% | +$7.85K | 0.03% | 375 |
|
|
2022
Q1 | $242K | Buy |
4,960
+90
| +2% | +$4.4K | 0.04% | 322 |
|
|
2021
Q4 | $225K | Hold |
4,870
| – | – | 0.03% | 338 |
|
|
2021
Q3 | $226K | Sell |
4,870
-761
| -14% | -$35.3K | 0.04% | 327 |
|
|
2021
Q2 | $278K | Buy |
5,631
+176
| +3% | +$8.68K | 0.05% | 311 |
|
|
2021
Q1 | $270K | Buy |
5,455
+1,286
| +31% | +$63.6K | 0.05% | 290 |
|
|
2020
Q4 | $165K | Buy |
+4,169
| New | +$165K | 0.03% | 327 |
|
|
2020
Q3 | – | Sell |
-2,971
| Closed | -$82.7K | – | 453 |
|
|
2020
Q2 | $82.7K | Hold |
2,971
| – | – | 0.02% | 424 |
|
|
2020
Q1 | $80.8K | Buy |
2,971
+2,761
| +1,315% | +$75.1K | 0.02% | 384 |
|
|
2019
Q4 | $8.69K | Hold |
210
| – | – | ﹤0.01% | 590 |
|
|
2019
Q3 | $7.5K | Sell |
210
-9,847
| -98% | -$352K | ﹤0.01% | 589 |
|
|
2019
Q2 | $397K | Hold |
10,057
| – | – | 0.13% | 197 |
|
|
2019
Q1 | $373K | Hold |
10,057
| – | – | 0.13% | 191 |
|
|
2018
Q4 | $422K | Sell |
10,057
-367
| -4% | -$15.4K | 0.17% | 158 |
|
|
2018
Q3 | $501K | Sell |
10,424
-409
| -4% | -$19.7K | 0.17% | 165 |
|
|
2018
Q2 | $532K | Sell |
10,833
-1,393
| -11% | -$68.4K | 0.19% | 149 |
|
|
2018
Q1 | $708K | Buy |
+12,226
| New | +$708K | 0.22% | 146 |
|