Carson Wealth (CWM LLC)’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Sell |
2,267
-194
| -8% | -$16K | ﹤0.01% | 2227 |
|
|
2025
Q1 | $133K | Sell |
2,461
-237
| -9% | -$12.8K | ﹤0.01% | 2186 |
|
|
2024
Q4 | $154K | Sell |
2,698
-153
| -5% | -$8.73K | ﹤0.01% | 2000 |
|
|
2024
Q3 | $176K | Buy |
2,851
+155
| +6% | +$9.57K | ﹤0.01% | 1822 |
|
|
2024
Q2 | $153K | Buy |
2,696
+109
| +4% | +$6.19K | ﹤0.01% | 1725 |
|
|
2024
Q1 | $135K | Buy |
2,587
+178
| +7% | +$9.29K | ﹤0.01% | 1707 |
|
|
2023
Q4 | $100K | Buy |
2,409
+265
| +12% | +$11K | ﹤0.01% | 1774 |
|
|
2023
Q3 | $88K | Buy |
2,144
+341
| +19% | +$14K | ﹤0.01% | 1715 |
|
|
2023
Q2 | $66K | Buy |
1,803
+316
| +21% | +$11.6K | ﹤0.01% | 1803 |
|
|
2023
Q1 | $54K | Buy |
1,487
+434
| +41% | +$15.8K | ﹤0.01% | 1824 |
|
|
2022
Q4 | $41K | Buy |
1,053
+87
| +9% | +$3.39K | ﹤0.01% | 1861 |
|
|
2022
Q3 | $29K | Buy |
966
+258
| +36% | +$7.75K | ﹤0.01% | 1983 |
|
|
2022
Q2 | $26K | Buy |
708
+99
| +16% | +$3.64K | ﹤0.01% | 1964 |
|
|
2022
Q1 | $30K | Buy |
609
+186
| +44% | +$9.16K | ﹤0.01% | 1840 |
|
|
2021
Q4 | $20K | Buy |
+423
| New | +$20K | ﹤0.01% | 1987 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2775 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2775 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2775 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2775 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2775 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2775 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2775 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2775 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2775 |
|
|
2019
Q1 | $1K | Sell |
20
-197
| -91% | -$9.85K | ﹤0.01% | 2775 |
|
|
2018
Q4 | $9K | Hold |
217
| – | – | ﹤0.01% | 1362 |
|
|
2018
Q3 | $10K | Sell |
217
-14
| -6% | -$645 | ﹤0.01% | 1148 |
|
|
2018
Q2 | $11K | Buy |
231
+14
| +6% | +$667 | ﹤0.01% | 974 |
|
|
2018
Q1 | $13K | Hold |
217
| – | – | ﹤0.01% | 797 |
|
|
2017
Q4 | $13K | Hold |
217
| – | – | ﹤0.01% | 818 |
|
|
2017
Q3 | $11K | Buy |
+217
| New | +$11K | ﹤0.01% | 862 |
|