JFS Wealth 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 | $5.9K | Hold |
52
| – | – | ﹤0.01% | 1029 |
|
|
2025
Q1 | $5.25K | Sell |
52
-1
| -2% | -$101 | ﹤0.01% | 1106 |
|
|
2024
Q4 | $5.61K | Hold |
53
| – | – | ﹤0.01% | 1087 |
|
|
2024
Q3 | $6.49K | Buy |
53
+2
| +4% | +$245 | ﹤0.01% | 1022 |
|
|
2024
Q2 | $6.11K | Hold |
51
| – | – | ﹤0.01% | 985 |
|
|
2024
Q1 | $4.86K | Hold |
51
| – | – | ﹤0.01% | 1112 |
|
|
2023
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 1145 |
|
|
2023
Q3 | $4.22K | Hold |
51
| – | – | ﹤0.01% | 1062 |
|
|
2023
Q2 | $3.93K | Hold |
51
| – | – | ﹤0.01% | 1110 |
|
|
2023
Q1 | $3.56K | Sell |
51
-4
| -7% | -$279 | ﹤0.01% | 1128 |
|
|
2022
Q4 | $3.54K | Buy |
55
+7
| +15% | +$450 | ﹤0.01% | 1135 |
|
|
2022
Q3 | $3K | Sell |
48
-2
| -4% | -$125 | ﹤0.01% | 1189 |
|
|
2022
Q2 | $3K | Buy |
50
+6
| +14% | +$360 | ﹤0.01% | 1195 |
|
|
2022
Q1 | $3K | Buy |
44
+28
| +175% | +$1.91K | ﹤0.01% | 1263 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1425 |
|