IFP Advisors’s Kimball Electronics KE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $185K | Buy |
7,830
+2,985
| +62% | +$78.9K | ﹤0.01% | 1434 |
|
|
2025
Q4 | $135K | Buy |
4,845
+3,035
| +168% | +$87.6K | ﹤0.01% | 1599 |
|
|
2025
Q3 | $54K | Buy |
+1,810
| New | +$44.6K | ﹤0.01% | 2038 |
|
|
2025
Q2 | – | Sell |
-72
| Closed | -$1.21K | – | 3364 |
|
|
2025
Q1 | $1.25K | Hold |
72
| – | – | ﹤0.01% | 3286 |
|
|
2024
Q4 | $1.42K | Sell |
72
-57
| -44% | -$1.07K | ﹤0.01% | 3204 |
|
|
2024
Q3 | $2.39K | Buy |
129
+74
| +135% | +$1.48K | ﹤0.01% | 2870 |
|
|
2024
Q2 | $1.21K | Buy |
+55
| New | +$1.2K | ﹤0.01% | 2951 |
|
|
2023
Q1 | – | Sell |
-750
| Closed | -$14K | – | 3956 |
|
|
2022
Q4 | $14K | Sell |
750
-44
| -6% | -$943 | ﹤0.01% | 3157 |
|
|
2022
Q3 | $15K | Buy |
794
+44
| +6% | +$897 | ﹤0.01% | 3330 |
|
|
2022
Q2 | $14K | Hold |
750
| – | – | ﹤0.01% | 3147 |
|
|
2022
Q1 | $14K | Buy |
+750
| New | +$14.5K | ﹤0.01% | 3147 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4062 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3788 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3711 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3560 |
|
|
2019
Q4 | – | Sell |
-750
| Closed | -$11K | – | 3262 |
|
|
2019
Q3 | $11K | Buy |
+750
| New | +$11.1K | ﹤0.01% | 2027 |
|
|
2017
Q4 | – | Sell |
-1,092
| Closed | -$24K | – | 3955 |
|
|
2017
Q3 | $24K | Hold |
1,092
| – | – | ﹤0.01% | 2478 |
|
|
2017
Q2 | $20K | Hold |
1,092
| – | – | ﹤0.01% | 2584 |
|
|
2017
Q1 | $19K | Hold |
1,092
| – | – | ﹤0.01% | 2537 |
|
|
2016
Q4 | $20K | Hold |
1,092
| – | – | ﹤0.01% | 2460 |
|
|
2016
Q3 | $15K | Hold |
1,092
| – | – | ﹤0.01% | 2591 |
|
|
2016
Q2 | $14K | Buy |
+1,092
| New | +$12.4K | ﹤0.01% | 2580 |
|
|
2016
Q1 | – | Sell |
-1,092
| Closed | -$12K | – | 2910 |
|
|
2015
Q4 | $12K | Buy |
+1,092
| New | +$12.5K | ﹤0.01% | 2482 |
|
Other funds holding KE
VCM
VPM
