IFP Advisors’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1K | Buy |
+257
| New | +$29.1K | ﹤0.01% | 2340 |
|
|
2025
Q1 | – | Sell |
-12
| Closed | -$1.27K | – | 4532 |
|
|
2024
Q4 | $1.27K | Sell |
12
-488
| -98% | -$51.6K | ﹤0.01% | 3229 |
|
|
2024
Q3 | $61.2K | Buy |
+500
| New | +$61.2K | ﹤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% | 4230 |
|
|
2022
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 3999 |
|
|
2022
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 3999 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3997 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3746 |
|
|
2021
Q1 | – | Sell |
-33
| Closed | -$2K | – | 3659 |
|
|
2020
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 2601 |
|
|
2020
Q3 | $1K | Sell |
33
-11
| -25% | -$333 | ﹤0.01% | 2627 |
|
|
2020
Q2 | $3K | Sell |
44
-86
| -66% | -$5.86K | ﹤0.01% | 2251 |
|
|
2020
Q1 | $6K | Buy |
130
+106
| +442% | +$4.89K | ﹤0.01% | 1974 |
|
|
2019
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 2512 |
|
|
2019
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 2690 |
|
|
2019
Q1 | – | Sell |
-77
| Closed | -$5K | – | 2890 |
|
|
2018
Q4 | $5K | Sell |
77
-26
| -25% | -$1.69K | ﹤0.01% | 2802 |
|
|
2018
Q3 | $8K | Sell |
103
-14
| -12% | -$1.09K | ﹤0.01% | 2940 |
|
|
2018
Q2 | $10K | Buy |
117
+11
| +10% | +$940 | ﹤0.01% | 2852 |
|
|
2018
Q1 | $7K | Hold |
106
| – | – | ﹤0.01% | 3000 |
|
|
2017
Q4 | $7K | Sell |
106
-50
| -32% | -$3.3K | ﹤0.01% | 2997 |
|
|
2017
Q3 | $10K | Hold |
156
| – | – | ﹤0.01% | 2979 |
|
|
2017
Q2 | $10K | Sell |
156
-250
| -62% | -$16K | ﹤0.01% | 2986 |
|
|
2017
Q1 | $29K | Sell |
406
-5
| -1% | -$357 | ﹤0.01% | 2239 |
|
|
2016
Q4 | $27K | Buy |
411
+232
| +130% | +$15.2K | ﹤0.01% | 2253 |
|
|
2016
Q3 | $11K | Buy |
179
+51
| +40% | +$3.13K | ﹤0.01% | 2754 |
|
|
2016
Q2 | $8K | Buy |
+128
| New | +$8K | ﹤0.01% | 2863 |
|
|
2016
Q1 | – | Sell |
-101
| Closed | -$5K | – | 2916 |
|
|
2015
Q4 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 2948 |
|