Creative Planning’s Kimball Electronics KE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
86,912
+62,146
| +251% | +$1.2M | ﹤0.01% | 1454 |
|
|
2025
Q1 | $407K | Buy |
24,766
+5,530
| +29% | +$91K | ﹤0.01% | 2480 |
|
|
2024
Q4 | $360K | Buy |
19,236
+7,404
| +63% | +$139K | ﹤0.01% | 2512 |
|
|
2024
Q3 | $219K | Buy |
+11,832
| New | +$219K | ﹤0.01% | 2760 |
|
|
2017
Q3 | – | Sell |
-878
| Closed | -$16K | – | 2776 |
|
|
2017
Q2 | $16K | Buy |
878
+28
| +3% | +$510 | ﹤0.01% | 3284 |
|
|
2017
Q1 | $14K | Buy |
850
+150
| +21% | +$2.47K | ﹤0.01% | 3332 |
|
|
2016
Q4 | $13K | Hold |
700
| – | – | ﹤0.01% | 3314 |
|
|
2016
Q3 | $10K | Hold |
700
| – | – | ﹤0.01% | 3456 |
|
|
2016
Q2 | $9K | Hold |
700
| – | – | ﹤0.01% | 3262 |
|
|
2016
Q1 | $8K | Buy |
700
+100
| +17% | +$1.14K | ﹤0.01% | 3289 |
|
|
2015
Q4 | $7K | Hold |
600
| – | – | ﹤0.01% | 3458 |
|
|
2015
Q3 | $7K | Buy |
+600
| New | +$7K | ﹤0.01% | 3395 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$8K | – | 2005 |
|
|
2015
Q1 | $8K | Hold |
600
| – | – | ﹤0.01% | 3256 |
|
|
2014
Q4 | $7K | Buy |
+600
| New | +$7K | ﹤0.01% | 3250 |
|