Congress Wealth Management’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
5,217
-5,093
| -49% | -$421K | ﹤0.01% | 968 |
|
|
2025
Q1 | $558K | Sell |
10,310
-1,915
| -16% | -$104K | 0.01% | 784 |
|
|
2024
Q4 | $696K | Sell |
12,225
-780
| -6% | -$44.4K | 0.01% | 575 |
|
|
2024
Q3 | $803K | Buy |
13,005
+8,302
| +177% | +$513K | 0.01% | 553 |
|
|
2024
Q2 | $266K | Sell |
4,703
-50
| -1% | -$2.83K | ﹤0.01% | 641 |
|
|
2024
Q1 | $247K | Buy |
+4,753
| New | +$247K | ﹤0.01% | 541 |
|