Cresset Asset Management’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
3,320
-508
| -13% | -$42K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $207K | Buy |
+3,828
| New | +$207K | ﹤0.01% | 1493 |
|
|
2024
Q4 | – | Sell |
-16,825
| Closed | -$1.04M | – | 1879 |
|
|
2024
Q3 | $1.04M | Buy |
16,825
+1,949
| +13% | +$120K | ﹤0.01% | 1123 |
|
|
2024
Q2 | $842K | Sell |
14,876
-1,763
| -11% | -$99.8K | ﹤0.01% | 1129 |
|
|
2024
Q1 | $886K | Buy |
16,639
+2,659
| +19% | +$142K | ﹤0.01% | 1024 |
|
|
2023
Q4 | $578K | Sell |
13,980
-2,600
| -16% | -$108K | ﹤0.01% | 1135 |
|
|
2023
Q3 | $682K | Buy |
16,580
+1,466
| +10% | +$60.3K | ﹤0.01% | 993 |
|
|
2023
Q2 | $550K | Buy |
+15,114
| New | +$550K | ﹤0.01% | 1098 |
|
|
2021
Q4 | – | Sell |
-7,516
| Closed | -$349K | – | 1209 |
|
|
2021
Q3 | $349K | Buy |
7,516
+394
| +6% | +$18.3K | ﹤0.01% | 782 |
|
|
2021
Q2 | $351K | Buy |
7,122
+656
| +10% | +$32.3K | 0.01% | 704 |
|
|
2021
Q1 | $330K | Buy |
6,466
+297
| +5% | +$15.2K | 0.01% | 635 |
|
|
2020
Q4 | $244K | Buy |
+6,169
| New | +$244K | ﹤0.01% | 631 |
|
|
2020
Q1 | – | Sell |
-7,828
| Closed | -$324K | – | 649 |
|
|
2019
Q4 | $324K | Buy |
+7,828
| New | +$324K | 0.01% | 402 |
|
|
2019
Q2 | – | Sell |
-574
| Closed | -$22K | – | 1088 |
|
|
2019
Q1 | $22K | Buy |
574
+400
| +230% | +$15.3K | ﹤0.01% | 996 |
|
|
2018
Q4 | $8K | Buy |
+174
| New | +$8K | ﹤0.01% | 908 |
|