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 Q2	$43.8K	Sell	322 -15	-4%	-$2.15K	﹤0.01%	576
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bogart Wealth LLC's KEX Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Kirby Corp (KEX) stake by 4.5% in Q2 2026, selling an estimated $2.15K and leaving 322 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Bogart Wealth LLC first reported a position in KEX in Q1 2021 and has held it in 22 quarters since. The position peaked at $44.8K in Q1 2026. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Bogart Wealth LLC held 322 shares of Kirby Corp worth $43.8K as of Q2 2026.
Bogart Wealth LLC sold 15 Kirby Corp shares in Q2 2026, an estimated $2.15K.
Kirby Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #576 holding.
Bogart Wealth LLC first reported a position in Kirby Corp in Q1 2021 and has held it in 22 quarters since.
Bogart Wealth LLC's Kirby Corp position peaked at $44.8K in Q1 2026.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.