Clearstead Advisors’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86K | Hold |
83
| – | – | ﹤0.01% | 2010 |
|
|
2025
Q1 | $4.49K | Hold |
83
| – | – | ﹤0.01% | 1766 |
|
|
2024
Q4 | $4.72K | Hold |
83
| – | – | ﹤0.01% | 1726 |
|
|
2024
Q3 | $5.13K | Hold |
83
| – | – | ﹤0.01% | 1705 |
|
|
2024
Q2 | $4.7K | Hold |
83
| – | – | ﹤0.01% | 1693 |
|
|
2024
Q1 | $4.9K | Hold |
83
| – | – | ﹤0.01% | 1177 |
|
|
2023
Q4 | $3.43K | Buy |
+83
| New | +$3.43K | ﹤0.01% | 1211 |
|
|
2022
Q1 | – | Sell |
-449
| Closed | -$21K | – | 1419 |
|
|
2021
Q4 | $21K | Hold |
449
| – | – | ﹤0.01% | 812 |
|
|
2021
Q3 | $21K | Buy |
449
+356
| +383% | +$16.7K | ﹤0.01% | 799 |
|
|
2021
Q2 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 882 |
|