Concord Wealth Partners’s Kirby Corp KEX Stock Holding History

Concord Wealth Partners’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
2025 Q1	–	Sell	-11	Closed	-$1.16K	–	890
2024 Q4	$1.16K	Hold	11	–	–	﹤0.01%	776
2024 Q3	$1.35K	Buy	+11	New	+$1.31K	﹤0.01%	795
2023 Q4	–	Sell	-22	Closed	-$1.82K	–	929
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%	853
2022 Q4	$1.42K	Buy	+22	New	+$1.47K	﹤0.01%	1008
2022 Q3	–	Sell	-22	Closed	-$1K	–	673
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	+$1.32K	﹤0.01%	923

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Concord Wealth Partners's KEX Position: Q1 2025 in Review

Concord Wealth Partners sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 11 shares — an estimated $1.16K sold.

Concord Wealth Partners first reported a position in KEX in Q1 2021 and held it in 12 quarters. The position peaked at $2K in Q1 2022. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

Concord Wealth Partners reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 11 Kirby Corp shares in Q1 2025, an estimated $1.16K.
Concord Wealth Partners first reported a position in Kirby Corp in Q1 2021 and held it in 12 quarters.
Concord Wealth Partners's Kirby Corp position peaked at $2K in Q1 2022.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.