Carson Wealth (CWM LLC)’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $238K | Buy |
2,390
+147
| +7% | +$14.8K | ﹤0.01% | 2577 |
|
|
2025
Q4 | $193K | Sell |
2,243
-33
| -1% | -$2.78K | ﹤0.01% | 2603 |
|
|
2025
Q3 | $189K | Buy |
2,276
+9
| +0.4% | +$738 | ﹤0.01% | 2494 |
|
|
2025
Q2 | $187K | Sell |
2,267
-194
| -8% | -$13.1K | ﹤0.01% | 2229 |
|
|
2025
Q1 | $133K | Sell |
2,461
-237
| -9% | -$13.7K | ﹤0.01% | 2188 |
|
|
2024
Q4 | $154K | Sell |
2,698
-153
| -5% | -$9.88K | ﹤0.01% | 2002 |
|
|
2024
Q3 | $176K | Buy |
2,851
+155
| +6% | +$9.63K | ﹤0.01% | 1824 |
|
|
2024
Q2 | $153K | Buy |
2,696
+109
| +4% | +$5.92K | ﹤0.01% | 1727 |
|
|
2024
Q1 | $135K | Buy |
2,587
+178
| +7% | +$8.4K | ﹤0.01% | 1709 |
|
|
2023
Q4 | $100K | Buy |
2,409
+265
| +12% | +$10.7K | ﹤0.01% | 1776 |
|
|
2023
Q3 | $88K | Buy |
2,144
+341
| +19% | +$13.5K | ﹤0.01% | 1716 |
|
|
2023
Q2 | $66K | Buy |
1,803
+316
| +21% | +$11.7K | ﹤0.01% | 1805 |
|
|
2023
Q1 | $54K | Buy |
1,487
+434
| +41% | +$17.9K | ﹤0.01% | 1826 |
|
|
2022
Q4 | $41K | Buy |
1,053
+87
| +9% | +$3.14K | ﹤0.01% | 1863 |
|
|
2022
Q3 | $29K | Buy |
966
+258
| +36% | +$9.32K | ﹤0.01% | 1985 |
|
|
2022
Q2 | $26K | Buy |
708
+99
| +16% | +$4.5K | ﹤0.01% | 1966 |
|
|
2022
Q1 | $30K | Buy |
609
+186
| +44% | +$9.19K | ﹤0.01% | 1842 |
|
|
2021
Q4 | $20K | Buy |
+423
| New | +$20.1K | ﹤0.01% | 1989 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2812 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2812 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2812 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2811 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2811 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2810 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2810 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2810 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2810 |
|
|
2019
Q1 | $1K | Sell |
20
-197
| -91% | -$7.87K | ﹤0.01% | 2809 |
|
|
2018
Q4 | $9K | Hold |
217
| – | – | ﹤0.01% | 1368 |
|
|
2018
Q3 | $10K | Sell |
217
-14
| -6% | -$653 | ﹤0.01% | 1151 |
|
|
2018
Q2 | $11K | Buy |
231
+14
| +6% | +$739 | ﹤0.01% | 978 |
|
|
2018
Q1 | $13K | Hold |
217
| – | – | ﹤0.01% | 798 |
|
|
2017
Q4 | $13K | Hold |
217
| – | – | ﹤0.01% | 819 |
|
|
2017
Q3 | $11K | Buy |
+217
| New | +$10.8K | ﹤0.01% | 863 |
|
Other funds holding KB
TAM
