Cresset Asset Management’s Kirby Corp KEX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,336
Closed -$531K 1881
2024
Q3
$531K Buy
4,336
+587
+16% +$71.9K ﹤0.01% 1456
2024
Q2
$449K Sell
3,749
-143
-4% -$17.1K ﹤0.01% 1462
2024
Q1
$371K Buy
3,892
+470
+14% +$44.8K ﹤0.01% 1461
2023
Q4
$269K Buy
3,422
+63
+2% +$4.94K ﹤0.01% 1517
2023
Q3
$278K Sell
3,359
-53
-2% -$4.39K ﹤0.01% 1428
2023
Q2
$263K Buy
+3,412
New +$263K ﹤0.01% 1452
2019
Q1
Sell
-27
Closed -$2K 2046
2018
Q4
$2K Buy
+27
New +$2K ﹤0.01% 1327