Clearstead Advisors’s Kirby Corp KEX Stock Holding History

Clearstead Advisors’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.33M	Sell	10,020 -185	-2%	-$23.4K	0.01%	446
2025 Q4	$1.12M	Sell	10,205 -368	-3%	-$37.4K	0.01%	447
2025 Q3	$882K	Sell	10,573 -795	-7%	-$79.9K	0.01%	492
2025 Q2	$1.29M	Buy	11,368 +10,435	+1,118%	+$1.09M	0.02%	387
2025 Q1	$94.2K	Sell	933 -455	-33%	-$47.5K	﹤0.01%	1013
2024 Q4	$147K	Sell	1,388 -881	-39%	-$106K	﹤0.01%	927
2024 Q3	$278K	Sell	2,269 -200	-8%	-$23.9K	﹤0.01%	747
2024 Q2	$296K	Buy	2,469 +2,335	+1,743%	+$261K	0.01%	686
2024 Q1	$15.3K	Buy	134 +36	+37%	+$3.04K	﹤0.01%	985
2023 Q4	$7.69K	Sell	98 -36	-27%	-$2.81K	﹤0.01%	1103
2023 Q3	$11.1K	Buy	134 +67	+100%	+$5.42K	﹤0.01%	1104
2023 Q2	$5.16K	Hold	67	–	–	﹤0.01%	1048
2023 Q1	$4.67K	Buy	67 +19	+40%	+$1.31K	﹤0.01%	1030
2022 Q4	$3.09K	Buy	+48	New	+$3.2K	﹤0.01%	1039

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return