Covestor’s Kirby Corp KEX Stock Holding History

Covestor’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
2026 Q1	$19K	Sell	144 -963	-87%	-$122K	0.01%	1134
2025 Q4	$122K	Buy	1,107 +939	+559%	+$95.5K	0.06%	461
2025 Q3	$14K	Sell	168 -98	-37%	-$9.85K	0.01%	1431
2025 Q2	$30K	Buy	266 +148	+125%	+$15.5K	0.02%	1098
2025 Q1	$12K	Buy	118 +1	+0.9%	+$104	0.01%	1400
2024 Q4	$12K	Buy	117 +1	+0.9%	+$121	0.01%	1430
2024 Q3	$14K	Hold	116	–	–	0.01%	1359
2024 Q2	$14K	Sell	116 -10	-8%	-$1.12K	0.01%	1341
2024 Q1	$12K	Buy	126 +4	+3%	+$338	0.01%	1453
2023 Q4	$10K	Buy	122 +5	+4%	+$391	0.01%	1569
2023 Q3	$10K	Hold	117	–	–	0.01%	1432
2023 Q2	$9K	Sell	117 -1	-0.8%	-$72	0.01%	1510
2023 Q1	$8K	Hold	118	–	–	0.01%	1421
2022 Q4	$8K	Buy	118 +113	+2,260%	+$7.54K	0.01%	1423
2022 Q3	$0	Sell	5 -2	-29%	-$128	﹤0.01%	2303
2022 Q2	$0	Sell	7 -2	-22%	-$130	﹤0.01%	2147
2022 Q1	$1K	Sell	9 -16	-64%	-$1.07K	﹤0.01%	1866
2021 Q4	$1K	Buy	+25	New	+$1.4K	﹤0.01%	1806

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return