Forum Financial Management’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
2,250
+50
| +2% | +$5.67K | ﹤0.01% | 762 |
|
|
2025
Q1 | $222K | Buy |
2,200
+2
| +0.1% | +$202 | ﹤0.01% | 759 |
|
|
2024
Q4 | $233K | Buy |
2,198
+43
| +2% | +$4.55K | ﹤0.01% | 767 |
|
|
2024
Q3 | $264K | Buy |
2,155
+9
| +0.4% | +$1.1K | ﹤0.01% | 578 |
|
|
2024
Q2 | $257K | Buy |
2,146
+3
| +0.1% | +$359 | ﹤0.01% | 542 |
|
|
2024
Q1 | $204K | Buy |
+2,143
| New | +$204K | ﹤0.01% | 696 |
|