Global Retirement Partners’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $250K | Buy |
2,904
+1,963
| +209% | +$165K | ﹤0.01% | 1339 |
|
|
2025
Q3 | $78K | Sell |
941
-7,304
| -89% | -$599K | ﹤0.01% | 1639 |
|
|
2025
Q2 | $681K | Buy |
+8,245
| New | +$558K | 0.02% | 615 |
|
|
2024
Q4 | $1.99K | Hold |
35
| – | – | ﹤0.01% | 3073 |
|
|
2024
Q3 | $2.16K | Sell |
35
-15
| -30% | -$932 | ﹤0.01% | 2911 |
|
|
2024
Q2 | $2.83K | Hold |
50
| – | – | ﹤0.01% | 2833 |
|
|
2024
Q1 | $2.6K | Hold |
50
| – | – | ﹤0.01% | 2646 |
|
|
2023
Q4 | $1.89K | Hold |
50
| – | – | ﹤0.01% | 2703 |
|
|
2023
Q3 | $2.02K | Buy |
50
+15
| +43% | +$594 | ﹤0.01% | 2537 |
|
|
2023
Q2 | $1.27K | Hold |
35
| – | – | ﹤0.01% | 2703 |
|
|
2023
Q1 | $1.26K | Sell |
35
-56
| -62% | -$2.31K | ﹤0.01% | 2657 |
|
|
2022
Q4 | $3.52K | Sell |
91
-12
| -12% | -$433 | ﹤0.01% | 2152 |
|
|
2022
Q3 | $3K | Sell |
103
-19
| -16% | -$687 | ﹤0.01% | 2113 |
|
|
2022
Q2 | $5K | Sell |
122
-51
| -29% | -$2.32K | ﹤0.01% | 1891 |
|
|
2022
Q1 | $8K | Buy |
+173
| New | +$8.55K | ﹤0.01% | 1715 |
|
|
2021
Q4 | – | Sell |
-152
| Closed | -$7K | – | 1083 |
|
|
2021
Q3 | $7K | Buy |
152
+47
| +45% | +$2.13K | ﹤0.01% | 1523 |
|
|
2021
Q2 | $5K | Buy |
+105
| New | +$5.24K | ﹤0.01% | 1568 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | – | – | 1673 |
|
|
2020
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 1635 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1543 |
|
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1519 |
|
|
2019
Q2 | $1K | Sell |
14
-73
| -84% | -$2.85K | ﹤0.01% | 1515 |
|
|
2019
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 1348 |
|
|
2018
Q4 | $4K | Hold |
87
| – | – | ﹤0.01% | 1216 |
|
|
2018
Q3 | $4K | Hold |
87
| – | – | ﹤0.01% | 1270 |
|
|
2018
Q2 | $4K | Hold |
87
| – | – | ﹤0.01% | 1248 |
|
|
2018
Q1 | $5K | Buy |
87
+20
| +30% | +$1.2K | ﹤0.01% | 1153 |
|
|
2017
Q4 | $4K | Buy |
67
+53
| +379% | +$2.81K | ﹤0.01% | 1165 |
|
|
2017
Q3 | $1K | Buy |
+14
| New | +$698 | ﹤0.01% | 1178 |
|
Other funds holding KB
