Ballentine Partners’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 | $2.02M | Buy |
24,447
+3,375
| +16% | +$279K | 0.03% | 194 |
|
|
2025
Q1 | $1.14M | Sell |
21,072
-2,240
| -10% | -$121K | 0.02% | 264 |
|
|
2024
Q4 | $1.33M | Buy |
23,312
+685
| +3% | +$39K | 0.02% | 238 |
|
|
2024
Q3 | $1.4M | Buy |
22,627
+305
| +1% | +$18.8K | 0.02% | 225 |
|
|
2024
Q2 | $1.26M | Buy |
22,322
+1,695
| +8% | +$96K | 0.02% | 222 |
|
|
2024
Q1 | $1.07M | Buy |
20,627
+4,238
| +26% | +$221K | 0.02% | 233 |
|
|
2023
Q4 | $678K | Buy |
16,389
+1,464
| +10% | +$60.6K | 0.01% | 298 |
|
|
2023
Q3 | $614K | Buy |
14,925
+2,242
| +18% | +$92.2K | 0.01% | 275 |
|
|
2023
Q2 | $462K | Buy |
12,683
+4,698
| +59% | +$171K | 0.01% | 334 |
|
|
2023
Q1 | $291K | Buy |
7,985
+113
| +1% | +$4.12K | 0.01% | 424 |
|
|
2022
Q4 | $304K | Buy |
7,872
+468
| +6% | +$18.1K | 0.01% | 379 |
|
|
2022
Q3 | $223K | Buy |
7,404
+40
| +0.5% | +$1.21K | 0.01% | 414 |
|
|
2022
Q2 | $273K | Sell |
7,364
-29
| -0.4% | -$1.08K | 0.01% | 342 |
|
|
2022
Q1 | $361K | Sell |
7,393
-315
| -4% | -$15.4K | 0.01% | 313 |
|
|
2021
Q4 | $356K | Buy |
7,708
+56
| +0.7% | +$2.59K | 0.01% | 337 |
|
|
2021
Q3 | $355K | Buy |
7,652
+364
| +5% | +$16.9K | 0.01% | 298 |
|
|
2021
Q2 | $359K | Buy |
7,288
+22
| +0.3% | +$1.08K | 0.01% | 288 |
|
|
2021
Q1 | $359K | Buy |
7,266
+176
| +2% | +$8.7K | 0.01% | 273 |
|
|
2020
Q4 | $281K | Hold |
7,090
| – | – | 0.01% | 298 |
|
|
2020
Q3 | $227K | Buy |
+7,090
| New | +$227K | 0.01% | 341 |
|