CAPTRUST Financial Advisors’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.82M | Buy |
13,724
+494
| +4% | +$62.6K | ﹤0.01% | 1268 |
|
|
2025
Q4 | $1.46M | Sell |
13,230
-319
| -2% | -$32.4K | ﹤0.01% | 1268 |
|
|
2025
Q3 | $1.13M | Sell |
13,549
-3,687
| -21% | -$370K | ﹤0.01% | 1355 |
|
|
2025
Q2 | $1.95M | Buy |
17,236
+2,719
| +19% | +$285K | ﹤0.01% | 979 |
|
|
2025
Q1 | $1.47M | Buy |
14,517
+1,315
| +10% | +$137K | ﹤0.01% | 1069 |
|
|
2024
Q4 | $1.4M | Sell |
13,202
-442
| -3% | -$53.3K | ﹤0.01% | 1053 |
|
|
2024
Q3 | $1.67M | Buy |
13,644
+597
| +5% | +$71.2K | 0.01% | 928 |
|
|
2024
Q2 | $1.56M | Sell |
13,047
-2,501
| -16% | -$279K | 0.01% | 930 |
|
|
2024
Q1 | $1.48M | Sell |
15,548
-6,154
| -28% | -$519K | 0.01% | 928 |
|
|
2023
Q4 | $1.7M | Sell |
21,702
-1,275
| -6% | -$99.7K | 0.01% | 979 |
|
|
2023
Q3 | $1.9M | Buy |
22,977
+12,390
| +117% | +$1M | 0.01% | 880 |
|
|
2023
Q2 | $815K | Sell |
10,587
-1,088
| -9% | -$78.3K | ﹤0.01% | 1332 |
|
|
2023
Q1 | $814K | Buy |
11,675
+13
| +0.1% | +$896 | ﹤0.01% | 1138 |
|
|
2022
Q4 | $750K | Sell |
11,662
-2,003
| -15% | -$134K | ﹤0.01% | 1128 |
|
|
2022
Q3 | $830K | Buy |
13,665
+12,536
| +1,110% | +$803K | ﹤0.01% | 1011 |
|
|
2022
Q2 | $69K | Sell |
1,129
-7,621
| -87% | -$496K | ﹤0.01% | 2497 |
|
|
2022
Q1 | $632K | Buy |
8,750
+7,724
| +753% | +$515K | ﹤0.01% | 1041 |
|
|
2021
Q4 | $61K | Buy |
1,026
+198
| +24% | +$11.1K | ﹤0.01% | 2528 |
|
|
2021
Q3 | $40K | Sell |
828
-3
| -0.4% | -$166 | ﹤0.01% | 2726 |
|
|
2021
Q2 | $50K | Sell |
831
-19
| -2% | -$1.22K | ﹤0.01% | 2515 |
|
|
2021
Q1 | $51K | Buy |
850
+691
| +435% | +$41.5K | ﹤0.01% | 2415 |
|
|
2020
Q4 | $8K | Sell |
159
-25
| -14% | -$1.14K | ﹤0.01% | 2666 |
|
|
2020
Q3 | $7K | Sell |
184
-13,687
| -99% | -$603K | ﹤0.01% | 2423 |
|
|
2020
Q2 | $704K | Sell |
13,871
-7,818
| -36% | -$399K | 0.01% | 596 |
|
|
2020
Q1 | $869K | Buy |
21,689
+250
| +1% | +$17K | 0.02% | 441 |
|
|
2019
Q4 | $1.91M | Buy |
21,439
+21,405
| +62,956% | +$1.77M | 0.03% | 378 |
|
|
2019
Q3 | $3K | Sell |
34
-118
| -78% | -$9.04K | ﹤0.01% | 1743 |
|
|
2019
Q2 | $12K | Hold |
152
| – | – | ﹤0.01% | 1444 |
|
|
2019
Q1 | $11K | Hold |
152
| – | – | ﹤0.01% | 1361 |
|
|
2018
Q4 | $10K | Hold |
152
| – | – | ﹤0.01% | 1222 |
|
|
2018
Q3 | $13K | Sell |
152
-20
| -12% | -$1.68K | ﹤0.01% | 1152 |
|
|
2018
Q2 | $14K | Sell |
172
-91
| -35% | -$7.9K | ﹤0.01% | 1069 |
|
|
2018
Q1 | $20K | Buy |
263
+38
| +17% | +$2.84K | ﹤0.01% | 833 |
|
|
2017
Q4 | $15K | Buy |
+225
| New | +$14.7K | ﹤0.01% | 881 |
|
Other funds holding KEX
VPM
VCM
