Geneos Wealth Management’s KB Home KBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
283
+256
| +948% | +$13.6K | ﹤0.01% | 2159 |
|
|
2025
Q1 | $1.57K | Buy |
+27
| New | +$1.57K | ﹤0.01% | 3008 |
|
|
2023
Q1 | – | Sell |
-75
| Closed | -$2.39K | – | 2075 |
|
|
2022
Q4 | $2.39K | Hold |
75
| – | – | ﹤0.01% | 1854 |
|
|
2022
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 1940 |
|
|
2022
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 2396 |
|
|
2022
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 2550 |
|
|
2021
Q4 | $3K | Sell |
75
-1,000
| -93% | -$40K | ﹤0.01% | 2526 |
|
|
2021
Q3 | $41K | Hold |
1,075
| – | – | ﹤0.01% | 1577 |
|
|
2021
Q2 | $44K | Sell |
1,075
-120
| -10% | -$4.91K | ﹤0.01% | 1542 |
|
|
2021
Q1 | $57K | Buy |
1,195
+1,000
| +513% | +$47.7K | ﹤0.01% | 1556 |
|
|
2020
Q4 | $9K | Sell |
195
-280
| -59% | -$12.9K | ﹤0.01% | 2256 |
|
|
2020
Q3 | $17K | Sell |
475
-518
| -52% | -$18.5K | ﹤0.01% | 1731 |
|
|
2020
Q2 | $28K | Sell |
993
-8,560
| -90% | -$241K | ﹤0.01% | 1471 |
|
|
2020
Q1 | $171K | Buy |
9,553
+8,728
| +1,058% | +$156K | 0.01% | 659 |
|
|
2019
Q4 | $27K | Sell |
825
-275
| -25% | -$9K | ﹤0.01% | 1560 |
|
|
2019
Q3 | $35K | Sell |
1,100
-10,606
| -91% | -$337K | ﹤0.01% | 1348 |
|
|
2019
Q2 | $301K | Sell |
11,706
-10,269
| -47% | -$264K | 0.02% | 544 |
|
|
2019
Q1 | $531K | Sell |
21,975
-7,980
| -27% | -$193K | 0.04% | 382 |
|
|
2018
Q4 | $577K | Buy |
29,955
+9,747
| +48% | +$188K | 0.04% | 347 |
|
|
2018
Q3 | $483K | Buy |
20,208
+13,351
| +195% | +$319K | 0.03% | 396 |
|
|
2018
Q2 | $186K | Buy |
6,857
+5,757
| +523% | +$156K | 0.01% | 583 |
|
|
2018
Q1 | $31K | Hold |
1,100
| – | – | ﹤0.01% | 1214 |
|
|
2017
Q4 | $35K | Hold |
1,100
| – | – | ﹤0.01% | 1161 |
|
|
2017
Q3 | $26K | Hold |
1,100
| – | – | ﹤0.01% | 1227 |
|
|
2017
Q2 | $26K | Sell |
1,100
-1,461
| -57% | -$34.5K | ﹤0.01% | 1178 |
|
|
2017
Q1 | $50K | Hold |
2,561
| – | – | 0.01% | 882 |
|
|
2016
Q4 | $40K | Sell |
2,561
-25,200
| -91% | -$394K | 0.01% | 919 |
|
|
2016
Q3 | $447K | Sell |
27,761
-620
| -2% | -$9.98K | 0.06% | 265 |
|
|
2016
Q2 | $438K | Buy |
28,381
+2,081
| +8% | +$32.1K | 0.06% | 267 |
|
|
2016
Q1 | $370K | Buy |
+26,300
| New | +$370K | 0.06% | 293 |
|