Bogart Wealth LLC’s Kirby Corp KEX Stock Holding History

Bogart Wealth LLC’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	$44.8K	Buy	337 +24	+8%	+$3.04K	﹤0.01%	521
2025 Q4	$34.5K	Buy	313 +11	+4%	+$1.12K	﹤0.01%	562
2025 Q3	$25.2K	Buy	302 +17	+6%	+$1.71K	﹤0.01%	612
2025 Q2	$32.3K	Buy	285 +14	+5%	+$1.47K	﹤0.01%	535
2025 Q1	$27.4K	Sell	271 -13	-5%	-$1.36K	﹤0.01%	518
2024 Q4	$30K	Buy	284 +34	+14%	+$4.1K	﹤0.01%	496
2024 Q3	$30.6K	Hold	250	–	–	﹤0.01%	485
2024 Q2	$29.9K	Hold	250	–	–	﹤0.01%	474
2024 Q1	$23.8K	Hold	250	–	–	﹤0.01%	485
2023 Q4	$19.6K	Hold	250	–	–	﹤0.01%	508
2023 Q3	$20.7K	Hold	250	–	–	﹤0.01%	475
2023 Q2	$19.2K	Hold	250	–	–	﹤0.01%	473
2023 Q1	$17.4K	Hold	250	–	–	﹤0.01%	483
2022 Q4	$16.1K	Hold	250	–	–	﹤0.01%	462
2022 Q3	$15K	Hold	250	–	–	﹤0.01%	476
2022 Q2	$15K	Hold	250	–	–	﹤0.01%	468
2022 Q1	$18K	Hold	250	–	–	﹤0.01%	401
2021 Q4	$15K	Hold	250	–	–	﹤0.01%	423
2021 Q3	$12K	Hold	250	–	–	﹤0.01%	435
2021 Q2	$15K	Hold	250	–	–	﹤0.01%	387
2021 Q1	$15K	Buy	+250	New	+$15K	﹤0.01%	359

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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