Forum Financial Management’s Kirby Corp KEX Stock Holding History

Forum Financial Management’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$255K	Buy
2025 Q1	$222K	Buy
2024 Q4	$233K	Buy
2024 Q3	$264K	Buy
2024 Q2	$257K	Buy
2024 Q1	$204K	Buy