Creative Planning’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 | $8.6M | Buy |
104,163
+26,855
| +35% | +$2.22M | 0.01% | 558 |
|
|
2025
Q1 | $4.18M | Sell |
77,308
-11,061
| -13% | -$599K | ﹤0.01% | 781 |
|
|
2024
Q4 | $5.03M | Buy |
88,369
+2,239
| +3% | +$127K | ﹤0.01% | 658 |
|
|
2024
Q3 | $5.32M | Buy |
86,130
+7,494
| +10% | +$463K | 0.01% | 618 |
|
|
2024
Q2 | $4.45M | Buy |
78,636
+12,231
| +18% | +$692K | ﹤0.01% | 660 |
|
|
2024
Q1 | $3.46M | Buy |
66,405
+14,956
| +29% | +$779K | ﹤0.01% | 742 |
|
|
2023
Q4 | $2.13M | Buy |
51,449
+8,381
| +19% | +$347K | ﹤0.01% | 895 |
|
|
2023
Q3 | $1.77M | Buy |
43,068
+6,060
| +16% | +$249K | ﹤0.01% | 901 |
|
|
2023
Q2 | $1.35M | Buy |
37,008
+4,597
| +14% | +$167K | ﹤0.01% | 981 |
|
|
2023
Q1 | $1.18M | Buy |
32,411
+9,723
| +43% | +$354K | ﹤0.01% | 989 |
|
|
2022
Q4 | $877K | Buy |
22,688
+8,588
| +61% | +$332K | ﹤0.01% | 1099 |
|
|
2022
Q3 | $425K | Buy |
+14,100
| New | +$425K | ﹤0.01% | 1421 |
|
|
2017
Q3 | – | Sell |
-11
| Closed | -$1K | – | 2768 |
|
|
2017
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 4345 |
|
|
2015
Q2 | – | Sell |
-23
| Closed | -$1K | – | 2001 |
|
|
2015
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 3906 |
|
|
2013
Q3 | – | Sell |
-16
| Closed | – | – | 3283 |
|
|
2013
Q2 | $0 | Buy |
+16
| New | – | ﹤0.01% | 3094 |
|