Global Retirement Partners’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 | $681K | Buy |
+8,245
| New | +$681K | 0.02% | 615 |
|
|
2024
Q4 | $1.99K | Hold |
35
| – | – | ﹤0.01% | 3072 |
|
|
2024
Q3 | $2.16K | Sell |
35
-15
| -30% | -$926 | ﹤0.01% | 2906 |
|
|
2024
Q2 | $2.83K | Hold |
50
| – | – | ﹤0.01% | 2831 |
|
|
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% | +$607 | ﹤0.01% | 2538 |
|
|
2023
Q2 | $1.27K | Hold |
35
| – | – | ﹤0.01% | 2701 |
|
|
2023
Q1 | $1.26K | Sell |
35
-56
| -62% | -$2.02K | ﹤0.01% | 2656 |
|
|
2022
Q4 | $3.52K | Sell |
91
-12
| -12% | -$464 | ﹤0.01% | 2151 |
|
|
2022
Q3 | $3K | Sell |
103
-19
| -16% | -$553 | ﹤0.01% | 2111 |
|
|
2022
Q2 | $5K | Sell |
122
-51
| -29% | -$2.09K | ﹤0.01% | 1889 |
|
|
2022
Q1 | $8K | Buy |
+173
| New | +$8K | ﹤0.01% | 1713 |
|
|
2021
Q4 | – | Sell |
-152
| Closed | -$7K | – | 1083 |
|
|
2021
Q3 | $7K | Buy |
152
+47
| +45% | +$2.16K | ﹤0.01% | 1522 |
|
|
2021
Q2 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 1565 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | – | – | 1670 |
|
|
2020
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 1634 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1542 |
|
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1519 |
|
|
2019
Q2 | $1K | Sell |
14
-73
| -84% | -$5.21K | ﹤0.01% | 1515 |
|
|
2019
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 1348 |
|
|
2018
Q4 | $4K | Hold |
87
| – | – | ﹤0.01% | 1215 |
|
|
2018
Q3 | $4K | Hold |
87
| – | – | ﹤0.01% | 1270 |
|
|
2018
Q2 | $4K | Hold |
87
| – | – | ﹤0.01% | 1248 |
|
|
2018
Q1 | $5K | Buy |
87
+20
| +30% | +$1.15K | ﹤0.01% | 1153 |
|
|
2017
Q4 | $4K | Buy |
67
+53
| +379% | +$3.16K | ﹤0.01% | 1165 |
|
|
2017
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1178 |
|