Edgestream Partners’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38,681
| Closed | -$4.09M | – | 941 |
|
|
2024
Q4 | $4.09M | Sell |
38,681
-2,731
| -7% | -$289K | 0.17% | 211 |
|
|
2024
Q3 | $5.07M | Buy |
+41,412
| New | +$5.07M | 0.22% | 133 |
|
|
2024
Q1 | – | Sell |
-2,617
| Closed | -$205K | – | 925 |
|
|
2023
Q4 | $205K | Sell |
2,617
-960
| -27% | -$75.3K | 0.01% | 785 |
|
|
2023
Q3 | $296K | Buy |
+3,577
| New | +$296K | 0.02% | 717 |
|
|
2021
Q4 | – | Sell |
-59,070
| Closed | -$2.83M | – | 532 |
|
|
2021
Q3 | $2.83M | Buy |
+59,070
| New | +$2.83M | 0.18% | 195 |
|