Corient Private Wealth’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 | $1.31M | Buy |
15,808
+493
| +3% | +$40.7K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $829K | Sell |
15,315
-366
| -2% | -$19.8K | ﹤0.01% | 1358 |
|
|
2024
Q4 | $892K | Buy |
15,681
+394
| +3% | +$22.4K | ﹤0.01% | 1363 |
|
|
2024
Q3 | $944K | Buy |
15,287
+255
| +2% | +$15.7K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $851K | Sell |
15,032
-1,341
| -8% | -$75.9K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $853K | Sell |
16,373
-2,332
| -12% | -$121K | ﹤0.01% | 1361 |
|
|
2023
Q4 | $774K | Sell |
18,705
-1,225
| -6% | -$50.7K | ﹤0.01% | 1392 |
|
|
2023
Q3 | $819K | Sell |
19,930
-176
| -0.9% | -$7.23K | ﹤0.01% | 1259 |
|
|
2023
Q2 | $731K | Buy |
20,106
+5,386
| +37% | +$196K | ﹤0.01% | 1266 |
|
|
2023
Q1 | $536K | Buy |
14,720
+6,771
| +85% | +$247K | ﹤0.01% | 1343 |
|
|
2022
Q4 | $308K | Buy |
+7,949
| New | +$308K | ﹤0.01% | 1321 |
|