Corient Private Wealth’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
31,660
+434
| +1% | +$49.2K | ﹤0.01% | 872 |
|
|
2025
Q1 | $3.15M | Buy |
31,226
+312
| +1% | +$31.5K | 0.01% | 823 |
|
|
2024
Q4 | $3.27M | Buy |
30,914
+140
| +0.5% | +$14.8K | 0.01% | 827 |
|
|
2024
Q3 | $3.77M | Buy |
30,774
+35
| +0.1% | +$4.29K | 0.01% | 816 |
|
|
2024
Q2 | $3.68M | Sell |
30,739
-100,412
| -77% | -$12M | 0.01% | 796 |
|
|
2024
Q1 | $12.5M | Buy |
+131,151
| New | +$12.5M | 0.02% | 472 |
|
|
2023
Q2 | – | Sell |
-12,219
| Closed | -$852K | – | 2100 |
|
|
2023
Q1 | $852K | Sell |
12,219
-104,083
| -89% | -$7.25M | ﹤0.01% | 1148 |
|
|
2022
Q4 | $7.48M | Buy |
+116,302
| New | +$7.48M | 0.03% | 416 |
|