Creative Planning’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 | $836K | Buy |
7,374
+630
| +9% | +$71.4K | ﹤0.01% | 2003 |
|
|
2025
Q1 | $681K | Buy |
6,744
+643
| +11% | +$64.9K | ﹤0.01% | 2021 |
|
|
2024
Q4 | $645K | Sell |
6,101
-582
| -9% | -$61.6K | ﹤0.01% | 1991 |
|
|
2024
Q3 | $818K | Buy |
6,683
+147
| +2% | +$18K | ﹤0.01% | 1681 |
|
|
2024
Q2 | $783K | Buy |
6,536
+940
| +17% | +$113K | ﹤0.01% | 1591 |
|
|
2024
Q1 | $533K | Buy |
5,596
+711
| +15% | +$67.8K | ﹤0.01% | 1802 |
|
|
2023
Q4 | $383K | Buy |
4,885
+1,342
| +38% | +$105K | ﹤0.01% | 1898 |
|
|
2023
Q3 | $293K | Sell |
3,543
-270
| -7% | -$22.4K | ﹤0.01% | 1957 |
|
|
2023
Q2 | $293K | Buy |
+3,813
| New | +$293K | ﹤0.01% | 1917 |
|
|
2022
Q4 | – | Sell |
-3,864
| Closed | -$235K | – | 2431 |
|
|
2022
Q3 | $235K | Buy |
+3,864
| New | +$235K | ﹤0.01% | 1786 |
|
|
2017
Q3 | – | Sell |
-239
| Closed | -$16K | – | 2780 |
|
|
2017
Q2 | $16K | Buy |
239
+186
| +351% | +$12.5K | ﹤0.01% | 3285 |
|
|
2017
Q1 | $4K | Sell |
53
-52
| -50% | -$3.93K | ﹤0.01% | 3990 |
|
|
2016
Q4 | $7K | Buy |
105
+11
| +12% | +$733 | ﹤0.01% | 3702 |
|
|
2016
Q3 | $6K | Buy |
+94
| New | +$6K | ﹤0.01% | 3727 |
|
|
2016
Q1 | – | Sell |
-24
| Closed | -$1K | – | 4292 |
|
|
2015
Q4 | $1K | Sell |
24
-43
| -64% | -$1.79K | ﹤0.01% | 4094 |
|
|
2015
Q3 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 3662 |
|
|
2015
Q2 | – | Sell |
-31
| Closed | -$2K | – | 2007 |
|
|
2015
Q1 | $2K | Sell |
31
-316
| -91% | -$20.4K | ﹤0.01% | 3776 |
|
|
2014
Q4 | $28K | Buy |
+347
| New | +$28K | ﹤0.01% | 2380 |
|
|
2014
Q2 | – | Sell |
-15
| Closed | -$2K | – | 3735 |
|
|
2014
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 3276 |
|