IFP Advisors’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.3K | Buy |
100
+2
| +2% | +$253 | ﹤0.01% | 3017 |
|
|
2025
Q4 | $10.8K | Sell |
98
-143
| -59% | -$14.5K | ﹤0.01% | 3029 |
|
|
2025
Q3 | $20.1K | Sell |
241
-16
| -6% | -$1.61K | ﹤0.01% | 2571 |
|
|
2025
Q2 | $29.1K | Buy |
+257
| New | +$27K | ﹤0.01% | 2340 |
|
|
2025
Q1 | – | Sell |
-12
| Closed | -$1.27K | – | 4532 |
|
|
2024
Q4 | $1.27K | Sell |
12
-488
| -98% | -$58.8K | ﹤0.01% | 3229 |
|
|
2024
Q3 | $61.2K | Buy |
+500
| New | +$59.6K | ﹤0.01% | 1635 |
|
|
2023
Q1 | – | Sell |
-31
| Closed | -$3K | – | 3960 |
|
|
2022
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 4021 |
|
|
2022
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 4229 |
|
|
2022
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 3998 |
|
|
2022
Q1 | $3K | Buy |
+31
| New | +$2.07K | ﹤0.01% | 3998 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4065 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3791 |
|
|
2021
Q1 | – | Sell |
-33
| Closed | -$1.98K | – | 3714 |
|
|
2020
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 2624 |
|
|
2020
Q3 | $1K | Sell |
33
-11
| -25% | -$485 | ﹤0.01% | 2654 |
|
|
2020
Q2 | $3K | Sell |
44
-86
| -66% | -$4.39K | ﹤0.01% | 2272 |
|
|
2020
Q1 | $6K | Buy |
130
+106
| +442% | +$7.21K | ﹤0.01% | 1997 |
|
|
2019
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 2524 |
|
|
2019
Q3 | $2K | Buy |
+24
| New | +$1.84K | ﹤0.01% | 2702 |
|
|
2019
Q1 | – | Sell |
-77
| Closed | -$5K | – | 2917 |
|
|
2018
Q4 | $5K | Sell |
77
-26
| -25% | -$1.92K | ﹤0.01% | 2847 |
|
|
2018
Q3 | $8K | Sell |
103
-14
| -12% | -$1.17K | ﹤0.01% | 2975 |
|
|
2018
Q2 | $10K | Buy |
117
+11
| +10% | +$955 | ﹤0.01% | 2894 |
|
|
2018
Q1 | $7K | Hold |
106
| – | – | ﹤0.01% | 3000 |
|
|
2017
Q4 | $7K | Sell |
106
-50
| -32% | -$3.28K | ﹤0.01% | 3046 |
|
|
2017
Q3 | $10K | Hold |
156
| – | – | ﹤0.01% | 3018 |
|
|
2017
Q2 | $10K | Sell |
156
-250
| -62% | -$17K | ﹤0.01% | 3017 |
|
|
2017
Q1 | $29K | Sell |
406
-5
| -1% | -$341 | ﹤0.01% | 2261 |
|
|
2016
Q4 | $27K | Buy |
411
+232
| +130% | +$14.7K | ﹤0.01% | 2268 |
|
|
2016
Q3 | $11K | Buy |
179
+51
| +40% | +$2.93K | ﹤0.01% | 2770 |
|
|
2016
Q2 | $8K | Buy |
+128
| New | +$8.38K | ﹤0.01% | 2875 |
|
|
2016
Q1 | – | Sell |
-101
| Closed | -$5K | – | 2912 |
|
|
2015
Q4 | $5K | Buy |
+101
| New | +$6.25K | ﹤0.01% | 2964 |
|
Other funds holding KEX
VPM
VCM
