Continuum Advisory’s Kirby Corp KEX Stock Holding History

Continuum Advisory’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	-12	Closed	-$1.27K	–	1812
2024 Q4	$1.27K	Hold	12	–	–	﹤0.01%	1568
2024 Q3	$1.56K	Buy	+12	New	+$1.43K	﹤0.01%	1517

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 $3.37T AUM 44.26% 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

Continuum Advisory's KEX Position: Q1 2025 in Review

Continuum Advisory sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 12 shares — an estimated $1.27K sold.

Continuum Advisory first reported a position in KEX in Q3 2024 and held it in 2 quarters. The position peaked at $1.56K in Q3 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

Continuum Advisory reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
Continuum Advisory sold 12 Kirby Corp shares in Q1 2025, an estimated $1.27K.
Continuum Advisory first reported a position in Kirby Corp in Q3 2024 and held it in 2 quarters.
Continuum Advisory's Kirby Corp position peaked at $1.56K in Q3 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.