Linscomb Wealth’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 | $1.76M | Hold |
15,488
| – | – | 0.08% | 148 |
|
|
2025
Q1 | $1.56M | Hold |
15,488
| – | – | 0.08% | 150 |
|
|
2024
Q4 | $1.64M | Sell |
15,488
-6,172
| -28% | -$653K | 0.08% | 148 |
|
|
2024
Q3 | $2.65M | Hold |
21,660
| – | – | 0.13% | 123 |
|
|
2024
Q2 | $2.59M | Hold |
21,660
| – | – | 0.13% | 122 |
|
|
2024
Q1 | $2.06M | Sell |
21,660
-3,000
| -12% | -$286K | 0.11% | 130 |
|
|
2023
Q4 | $1.94M | Buy |
24,660
+2,767
| +13% | +$217K | 0.11% | 131 |
|
|
2023
Q3 | $1.81M | Sell |
21,893
-8,000
| -27% | -$662K | 0.11% | 132 |
|
|
2023
Q2 | $2.3M | Hold |
29,893
| – | – | 0.12% | 123 |
|
|
2023
Q1 | $2.08M | Hold |
29,893
| – | – | 0.11% | 129 |
|
|
2022
Q4 | $1.92M | Buy |
29,893
+3,113
| +12% | +$200K | 0.1% | 138 |
|
|
2022
Q3 | $1.63M | Hold |
26,780
| – | – | 0.1% | 134 |
|
|
2022
Q2 | $1.63M | Hold |
26,780
| – | – | 0.09% | 135 |
|
|
2022
Q1 | $1.93M | Hold |
26,780
| – | – | 0.09% | 135 |
|
|
2021
Q4 | $1.59M | Buy |
26,780
+3,048
| +13% | +$181K | 0.08% | 147 |
|
|
2021
Q3 | $1.14M | Hold |
23,732
| – | – | 0.06% | 160 |
|
|
2021
Q2 | $1.44M | Hold |
23,732
| – | – | 0.07% | 146 |
|
|
2021
Q1 | $1.43M | Hold |
23,732
| – | – | 0.08% | 142 |
|
|
2020
Q4 | $1.23M | Buy |
23,732
+4,033
| +20% | +$209K | 0.07% | 144 |
|
|
2020
Q3 | $713K | Hold |
19,699
| – | – | 0.05% | 167 |
|
|
2020
Q2 | $1.06M | Hold |
19,699
| – | – | 0.08% | 138 |
|
|
2020
Q1 | $856K | Hold |
19,699
| – | – | 0.08% | 165 |
|
|
2019
Q4 | $1.76M | Buy |
19,699
+2,368
| +14% | +$212K | 0.12% | 121 |
|
|
2019
Q3 | $1.42M | Hold |
17,331
| – | – | 0.11% | 104 |
|
|
2019
Q2 | $1.37M | Hold |
17,331
| – | – | 0.11% | 104 |
|
|
2019
Q1 | $1.3M | Sell |
17,331
-5,000
| -22% | -$376K | 0.11% | 104 |
|
|
2018
Q4 | $1.5M | Buy |
22,331
+3,857
| +21% | +$260K | 0.14% | 94 |
|
|
2018
Q3 | $1.52M | Hold |
18,474
| – | – | 0.12% | 96 |
|
|
2018
Q2 | $1.54M | Hold |
18,474
| – | – | 0.13% | 94 |
|
|
2018
Q1 | $1.42M | Hold |
18,474
| – | – | 0.12% | 96 |
|
|
2017
Q4 | $1.23M | Buy |
18,474
+2,846
| +18% | +$190K | 0.1% | 101 |
|
|
2017
Q3 | $1.03M | Hold |
15,628
| – | – | 0.09% | 109 |
|
|
2017
Q2 | $1.05M | Hold |
15,628
| – | – | 0.09% | 104 |
|
|
2017
Q1 | $1.1M | Hold |
15,628
| – | – | 0.1% | 102 |
|
|
2016
Q4 | $1.04M | Buy |
15,628
+3,098
| +25% | +$206K | 0.1% | 112 |
|
|
2016
Q3 | $779K | Hold |
12,530
| – | – | 0.08% | 122 |
|
|
2016
Q2 | $782K | Hold |
12,530
| – | – | 0.08% | 118 |
|
|
2016
Q1 | $755K | Hold |
12,530
| – | – | 0.08% | 122 |
|
|
2015
Q4 | $659K | Buy |
12,530
+2,530
| +25% | +$133K | 0.07% | 129 |
|
|
2015
Q3 | $620K | Hold |
10,000
| – | – | 0.07% | 132 |
|
|
2015
Q2 | $767K | Hold |
10,000
| – | – | 0.08% | 129 |
|
|
2015
Q1 | $751K | Hold |
10,000
| – | – | 0.08% | 129 |
|
|
2014
Q4 | $807K | Buy |
10,000
+1,000
| +11% | +$80.7K | 0.09% | 126 |
|
|
2014
Q3 | $1.06M | Hold |
9,000
| – | – | 0.12% | 108 |
|
|
2014
Q2 | $1.05M | Hold |
9,000
| – | – | 0.11% | 109 |
|
|
2014
Q1 | $911K | Hold |
9,000
| – | – | 0.1% | 116 |
|
|
2013
Q4 | $893K | Buy |
9,000
+1,000
| +13% | +$99.2K | 0.11% | 109 |
|
|
2013
Q3 | $692K | Hold |
8,000
| – | – | 0.09% | 119 |
|
|
2013
Q2 | $636K | Buy |
+8,000
| New | +$636K | 0.09% | 120 |
|