Concord Wealth Partners’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11
| Closed | -$1.16K | – | 889 |
|
|
2024
Q4 | $1.16K | Hold |
11
| – | – | ﹤0.01% | 775 |
|
|
2024
Q3 | $1.35K | Buy |
+11
| New | +$1.35K | ﹤0.01% | 794 |
|
|
2023
Q4 | – | Sell |
-22
| Closed | -$1.82K | – | 934 |
|
|
2023
Q3 | $1.82K | Hold |
22
| – | – | ﹤0.01% | 878 |
|
|
2023
Q2 | $1.69K | Hold |
22
| – | – | ﹤0.01% | 897 |
|
|
2023
Q1 | $1.53K | Hold |
22
| – | – | ﹤0.01% | 854 |
|
|
2022
Q4 | $1.42K | Buy |
+22
| New | +$1.42K | ﹤0.01% | 1008 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$1K | – | 674 |
|
|
2022
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1147 |
|
|
2022
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1103 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 847 |
|
|
2021
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 981 |
|
|
2021
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 923 |
|