LGT Financial Advisors’s Kirby Corp KEX Stock Holding History

LGT Financial Advisors’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-600	Closed	-$63.5K	–	529
2024 Q4	$63.5K	Buy	+600	New	+$72.3K	0.14%	130

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LGT Financial Advisors's KEX Position: Q1 2025 in Review

LGT Financial Advisors sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 600 shares — an estimated $63.5K sold.

LGT Financial Advisors first reported a position in KEX in Q4 2024 and held it in 1 quarter. The position peaked at $63.5K in Q4 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

LGT Financial Advisors reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 600 Kirby Corp shares in Q1 2025, an estimated $63.5K.
LGT Financial Advisors first reported a position in Kirby Corp in Q4 2024 and held it in 1 quarter.
LGT Financial Advisors's Kirby Corp position peaked at $63.5K in Q4 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.