Financial Counselors Inc’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,020
| Closed | -$218K | – | 302 |
|
|
2025
Q1 | $218K | Sell |
4,020
-2,897
| -42% | -$157K | ﹤0.01% | 559 |
|
|
2024
Q4 | $394K | Hold |
6,917
| – | – | 0.01% | 449 |
|
|
2024
Q3 | $427K | Buy |
6,917
+593
| +9% | +$36.6K | 0.01% | 455 |
|
|
2024
Q2 | $358K | Sell |
6,324
-52
| -0.8% | -$2.94K | 0.01% | 455 |
|
|
2024
Q1 | $332K | Hold |
6,376
| – | – | 0.01% | 483 |
|
|
2023
Q4 | $264K | Buy |
6,376
+995
| +18% | +$41.2K | ﹤0.01% | 516 |
|
|
2023
Q3 | $221K | Buy |
+5,381
| New | +$221K | ﹤0.01% | 521 |
|
|
2022
Q3 | – | Sell |
-5,638
| Closed | -$210K | – | 497 |
|
|
2022
Q2 | $210K | Hold |
5,638
| – | – | ﹤0.01% | 474 |
|
|
2022
Q1 | $275K | Sell |
5,638
-41
| -0.7% | -$2K | 0.01% | 446 |
|
|
2021
Q4 | $262K | Buy |
5,679
+511
| +10% | +$23.6K | 0.01% | 452 |
|
|
2021
Q3 | $240K | Buy |
+5,168
| New | +$240K | 0.01% | 490 |
|