EverSource Wealth Advisors’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $601K | Buy |
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|
2025
Q2 | $553K | Buy |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $283K | Sell |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q2 | $160K | Buy |
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|
2023
Q1 | $49K | Sell |
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|
2022
Q4 | $137K | Buy |
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|
2022
Q3 | $79K | Sell |
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|
2022
Q2 | $107K | Buy |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $39K | Buy |
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