EWA
EverSource Wealth Advisors’s Kirby Corp KEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Buy |
45,461
+10,757
| +31% | +$1.22M | 0.23% | 94 |
|
|
2025
Q1 | $3.51M | Buy |
34,704
+21,156
| +156% | +$2.14M | 0.19% | 107 |
|
|
2024
Q4 | $1.43M | Buy |
13,548
+4,627
| +52% | +$490K | 0.08% | 194 |
|
|
2024
Q3 | $1.09M | Buy |
8,921
+2,271
| +34% | +$278K | 0.07% | 207 |
|
|
2024
Q2 | $817K | Buy |
6,650
+2,440
| +58% | +$300K | 0.05% | 245 |
|
|
2024
Q1 | $459K | Buy |
+4,210
| New | +$459K | 0.04% | 281 |
|