Kestra Advisory Services’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 | $290K | Buy |
2,557
+110
| +4% | +$12.5K | ﹤0.01% | 2367 |
|
|
2025
Q1 | $247K | Buy |
2,447
+81
| +3% | +$8.18K | ﹤0.01% | 2318 |
|
|
2024
Q4 | $250K | Hold |
2,366
| – | – | ﹤0.01% | 2351 |
|
|
2024
Q3 | $290K | Sell |
2,366
-582
| -20% | -$71.3K | ﹤0.01% | 2112 |
|
|
2024
Q2 | $353K | Hold |
2,948
| – | – | ﹤0.01% | 2019 |
|
|
2024
Q1 | $281K | Hold |
2,948
| – | – | ﹤0.01% | 2043 |
|
|
2023
Q4 | $231K | Hold |
2,948
| – | – | ﹤0.01% | 2011 |
|
|
2023
Q3 | $244K | Hold |
2,948
| – | – | ﹤0.01% | 1806 |
|
|
2023
Q2 | $227K | Hold |
2,948
| – | – | ﹤0.01% | 1829 |
|
|
2023
Q1 | $205K | Sell |
2,948
-168
| -5% | -$11.7K | ﹤0.01% | 1825 |
|
|
2022
Q4 | $201K | Buy |
+3,116
| New | +$201K | ﹤0.01% | 2025 |
|
|
2022
Q2 | – | Sell |
-3,022
| Closed | -$218K | – | 2197 |
|
|
2022
Q1 | $218K | Buy |
+3,022
| New | +$218K | ﹤0.01% | 1799 |
|