Cerity Partners’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
42,346
-4,274
| -9% | -$353K | 0.01% | 974 |
|
|
2025
Q1 | $2.52M | Buy |
46,620
+18,149
| +64% | +$982K | 0.01% | 1003 |
|
|
2024
Q4 | $1.65M | Sell |
28,471
-5,663
| -17% | -$328K | ﹤0.01% | 1190 |
|
|
2024
Q3 | $2.11M | Buy |
34,134
+14,008
| +70% | +$865K | ﹤0.01% | 1073 |
|
|
2024
Q2 | $1.14M | Sell |
20,126
-8,839
| -31% | -$500K | ﹤0.01% | 1163 |
|
|
2024
Q1 | $1.51M | Buy |
28,965
+6,107
| +27% | +$318K | ﹤0.01% | 1097 |
|
|
2023
Q4 | $946K | Buy |
22,858
+1,039
| +5% | +$43K | ﹤0.01% | 1003 |
|
|
2023
Q3 | $897K | Sell |
21,819
-345
| -2% | -$14.2K | ﹤0.01% | 780 |
|
|
2023
Q2 | $807K | Buy |
22,164
+1,467
| +7% | +$53.4K | ﹤0.01% | 989 |
|
|
2023
Q1 | $2.84M | Sell |
20,697
-1,195
| -5% | -$164K | 0.01% | 610 |
|
|
2022
Q4 | $846K | Buy |
21,892
+3,076
| +16% | +$119K | 0.01% | 741 |
|
|
2022
Q3 | $568K | Buy |
18,816
+1,622
| +9% | +$49K | 0.01% | 666 |
|
|
2022
Q2 | $640K | Buy |
+17,194
| New | +$640K | 0.01% | 665 |
|
|
2022
Q1 | – | Sell |
-15,021
| Closed | -$695K | – | 1027 |
|
|
2021
Q4 | $695K | Buy |
+15,021
| New | +$695K | 0.01% | 508 |
|