Cornerstone Planning Group’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
$613 Buy
+6
New +$613 ﹤0.01% 1237
2024
Q3
Sell
-5
Closed -$538 1332
2024
Q2
$538 Buy
+5
New +$538 ﹤0.01% 1071