Confluence Investment Management’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
4,732
-326
| -6% | -$26.9K | 0.01% | 253 |
|
|
2025
Q1 | $274K | Sell |
5,058
-67
| -1% | -$3.63K | ﹤0.01% | 270 |
|
|
2024
Q4 | $292K | Sell |
5,125
-326
| -6% | -$18.5K | ﹤0.01% | 272 |
|
|
2024
Q3 | $337K | Buy |
5,451
+20
| +0.4% | +$1.24K | ﹤0.01% | 269 |
|
|
2024
Q2 | $307K | Sell |
5,431
-84
| -2% | -$4.76K | ﹤0.01% | 268 |
|
|
2024
Q1 | $287K | Buy |
5,515
+612
| +12% | +$31.9K | ﹤0.01% | 273 |
|
|
2023
Q4 | $203K | Sell |
4,903
-581
| -11% | -$24K | ﹤0.01% | 287 |
|
|
2023
Q3 | $225K | Sell |
5,484
-605
| -10% | -$24.9K | ﹤0.01% | 275 |
|
|
2023
Q2 | $222K | Hold |
6,089
| – | – | ﹤0.01% | 285 |
|
|
2023
Q1 | $222K | Hold |
6,089
| – | – | ﹤0.01% | 289 |
|
|
2022
Q4 | $235K | Buy |
+6,089
| New | +$235K | ﹤0.01% | 293 |
|
|
2022
Q3 | – | Sell |
-6,337
| Closed | -$236K | – | 308 |
|
|
2022
Q2 | $236K | Sell |
6,337
-49
| -0.8% | -$1.83K | ﹤0.01% | 291 |
|
|
2022
Q1 | $312K | Sell |
6,386
-725
| -10% | -$35.4K | ﹤0.01% | 279 |
|
|
2021
Q4 | $328K | Sell |
7,111
-226
| -3% | -$10.4K | ﹤0.01% | 257 |
|
|
2021
Q3 | $341K | Buy |
7,337
+55
| +0.8% | +$2.56K | ﹤0.01% | 257 |
|
|
2021
Q2 | $359K | Sell |
7,282
-261
| -3% | -$12.9K | ﹤0.01% | 254 |
|
|
2021
Q1 | $373K | Buy |
7,543
+116
| +2% | +$5.74K | 0.01% | 249 |
|
|
2020
Q4 | $294K | Sell |
7,427
-213
| -3% | -$8.43K | ﹤0.01% | 268 |
|
|
2020
Q3 | $245K | Hold |
7,640
| – | – | ﹤0.01% | 272 |
|
|
2020
Q2 | $213K | Buy |
+7,640
| New | +$213K | ﹤0.01% | 280 |
|
|
2020
Q1 | – | Sell |
-6,954
| Closed | -$275K | – | 314 |
|
|
2019
Q4 | $275K | Buy |
6,954
+369
| +6% | +$14.6K | ﹤0.01% | 261 |
|
|
2019
Q3 | $235K | Sell |
6,585
-369
| -5% | -$13.2K | ﹤0.01% | 272 |
|
|
2019
Q2 | $275K | Buy |
6,954
+57
| +0.8% | +$2.25K | ﹤0.01% | 261 |
|
|
2019
Q1 | $256K | Sell |
6,897
-11,345
| -62% | -$421K | ﹤0.01% | 268 |
|
|
2018
Q4 | $766K | Sell |
18,242
-878
| -5% | -$36.9K | 0.01% | 224 |
|
|
2018
Q3 | $923K | Sell |
19,120
-240
| -1% | -$11.6K | 0.02% | 221 |
|
|
2018
Q2 | $900K | Buy |
+19,360
| New | +$900K | 0.02% | 222 |
|