CP
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Canopy Partners’s KB Financial Group KB Stock Holding History

Canopy Partners’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$682K Buy
6,839
+34
+0.5% +$3.41K 0.23% 86
2025
Q4 		$586K Buy
6,805
+45
+0.7% +$3.79K 0.19% 103
2025
Q3 		$560K Buy
6,760
+32
+0.5% +$2.63K 0.19% 97
2025
Q2 		$556K Buy
6,728
+19
+0.3% +$1.28K 0.2% 96
2025
Q1 		$363K Sell
6,709
-234
-3% -$13.5K 0.14% 118
2024
Q4 		$395K Sell
6,943
-41
-0.6% -$2.65K 0.15% 118
2024
Q3 		$431K Sell
6,984
-91
-1% -$5.65K 0.19% 106
2024
Q2 		$401K Buy
7,075
+26
+0.4% +$1.41K 0.19% 108
2024
Q1 		$367K Buy
7,049
+635
+10% +$30K 0.18% 109
2023
Q4 		$265K Buy
+6,414
New +$260K 0.16% 126

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