Bogart Wealth LLC’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 | $32.3K | Buy |
285
+14
| +5% | +$1.59K | ﹤0.01% | 532 |
|
|
2025
Q1 | $27.4K | Sell |
271
-13
| -5% | -$1.31K | ﹤0.01% | 514 |
|
|
2024
Q4 | $30K | Buy |
284
+34
| +14% | +$3.6K | ﹤0.01% | 493 |
|
|
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% | 475 |
|
|
2022
Q2 | $15K | Hold |
250
| – | – | ﹤0.01% | 468 |
|
|
2022
Q1 | $18K | Hold |
250
| – | – | ﹤0.01% | 398 |
|
|
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 |
|