HRT Financial’s Kirby Corp KEX Stock Holding History

HRT Financial’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
2026 Q1	$1.99M	Sell	14,983 -60,844	-80%	-$7.71M	0.01%	1622
2025 Q4	$8.35M	Sell	75,827 -22,985	-23%	-$2.34M	0.03%	527
2025 Q3	$8.24M	Buy	+98,812	New	+$9.93M	0.04%	460
2025 Q2	–	Sell	-9,885	Closed	-$998K	–	3157
2025 Q1	$998K	Sell	9,885 -10,887	-52%	-$1.14M	0.01%	1111
2024 Q4	$2.2M	Buy	20,772 +17,130	+470%	+$2.06M	0.01%	701
2024 Q3	$445K	Sell	3,642 -18,741	-84%	-$2.24M	﹤0.01%	1639
2024 Q2	$2.68M	Buy	+22,383	New	+$2.5M	0.02%	620
2024 Q1	–	Sell	-9,287	Closed	-$728K	–	2713
2023 Q4	$728K	Sell	9,287 -8,908	-49%	-$697K	0.01%	1156
2023 Q3	$1.51M	Buy	18,195 +1,971	+12%	+$159K	0.02%	759
2023 Q2	$1.25M	Buy	+16,224	New	+$1.17M	0.01%	815
2023 Q1	–	Sell	-25,389	Closed	-$1.63M	–	2855
2022 Q4	$1.63M	Buy	25,389 +15,502	+157%	+$1.03M	0.02%	685
2022 Q3	$600K	Buy	+9,887	New	+$633K	0.01%	1316
2021 Q4	–	Sell	-14,641	Closed	-$702K	–	3664
2021 Q3	$702K	Sell	14,641 -13,999	-49%	-$776K	﹤0.01%	1708
2021 Q2	$1.74M	Buy	+28,640	New	+$1.85M	0.02%	700

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return