Capstone Investment Advisors’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 | $22.5M | Sell |
198,471
-80,171
| -29% | -$9.09M | 0.06% | 58 |
|
|
2025
Q1 | $28.1M | Buy |
278,642
+187,142
| +205% | +$18.9M | 0.07% | 50 |
|
|
2024
Q4 | $9.68M | Buy |
+91,500
| New | +$9.68M | 0.02% | 104 |
|
|
2023
Q4 | – | Sell |
-4,811
| Closed | -$398K | – | 1237 |
|
|
2023
Q3 | $398K | Buy |
+4,811
| New | +$398K | ﹤0.01% | 671 |
|
|
2017
Q1 | – | Sell |
-5,414
| Closed | -$360K | – | 803 |
|
|
2016
Q4 | $360K | Buy |
+5,414
| New | +$360K | 0.01% | 517 |
|
|
2016
Q3 | – | Sell |
-6,440
| Closed | -$401K | – | 707 |
|
|
2016
Q2 | $401K | Buy |
+6,440
| New | +$401K | 0.01% | 427 |
|