EverSource Wealth Advisors’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
6,692
+684
| +11% | +$56.5K | 0.03% | 411 |
|
|
2025
Q1 | $325K | Buy |
6,008
+1,436
| +31% | +$77.7K | 0.02% | 494 |
|
|
2024
Q4 | $260K | Sell |
4,572
-19
| -0.4% | -$1.08K | 0.01% | 552 |
|
|
2024
Q3 | $283K | Sell |
4,591
-1,905
| -29% | -$118K | 0.02% | 462 |
|
|
2024
Q2 | $424K | Buy |
6,496
+192
| +3% | +$12.5K | 0.03% | 351 |
|
|
2024
Q1 | $340K | Buy |
6,304
+510
| +9% | +$27.5K | 0.03% | 351 |
|
|
2023
Q4 | $240K | Buy |
5,794
+870
| +18% | +$36K | 0.02% | 390 |
|
|
2023
Q3 | $202K | Buy |
4,924
+517
| +12% | +$21.3K | 0.02% | 394 |
|
|
2023
Q2 | $160K | Buy |
4,407
+3,061
| +227% | +$111K | 0.02% | 447 |
|
|
2023
Q1 | $49K | Sell |
1,346
-2,209
| -62% | -$80.5K | 0.01% | 801 |
|
|
2022
Q4 | $137K | Buy |
3,555
+916
| +35% | +$35.4K | 0.02% | 428 |
|
|
2022
Q3 | $79K | Sell |
2,639
-230
| -8% | -$6.89K | 0.02% | 503 |
|
|
2022
Q2 | $107K | Buy |
2,869
+1,882
| +191% | +$70.2K | 0.03% | 355 |
|
|
2022
Q1 | $48K | Buy |
987
+134
| +16% | +$6.52K | 0.01% | 472 |
|
|
2021
Q4 | $39K | Buy |
+853
| New | +$39K | 0.01% | 471 |
|