Clearstead Advisors’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
11,368
+10,435
| +1,118% | +$1.18M | 0.02% | 385 |
|
|
2025
Q1 | $94.2K | Sell |
933
-455
| -33% | -$46K | ﹤0.01% | 1010 |
|
|
2024
Q4 | $147K | Sell |
1,388
-881
| -39% | -$93.2K | ﹤0.01% | 925 |
|
|
2024
Q3 | $278K | Sell |
2,269
-200
| -8% | -$24.5K | ﹤0.01% | 746 |
|
|
2024
Q2 | $296K | Buy |
2,469
+2,335
| +1,743% | +$280K | 0.01% | 686 |
|
|
2024
Q1 | $15.3K | Buy |
134
+36
| +37% | +$4.12K | ﹤0.01% | 984 |
|
|
2023
Q4 | $7.69K | Sell |
98
-36
| -27% | -$2.83K | ﹤0.01% | 1101 |
|
|
2023
Q3 | $11.1K | Buy |
134
+67
| +100% | +$5.55K | ﹤0.01% | 1103 |
|
|
2023
Q2 | $5.16K | Hold |
67
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q1 | $4.67K | Buy |
67
+19
| +40% | +$1.32K | ﹤0.01% | 1030 |
|
|
2022
Q4 | $3.09K | Buy |
+48
| New | +$3.09K | ﹤0.01% | 1038 |
|