LPL Financial’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 | $1.38M | Buy |
12,175
+4,643
| +62% | +$527K | ﹤0.01% | 3432 |
|
2025
Q1 | $761K | Buy |
7,532
+478
| +7% | +$48.3K | ﹤0.01% | 3742 |
|
2024
Q4 | $746K | Buy |
7,054
+2,149
| +44% | +$227K | ﹤0.01% | 3699 |
|
2024
Q3 | $601K | Sell |
4,905
-2,000
| -29% | -$245K | ﹤0.01% | 3781 |
|
2024
Q2 | $827K | Buy |
6,905
+4,001
| +138% | +$479K | ﹤0.01% | 3390 |
|
2024
Q1 | $277K | Buy |
+2,904
| New | +$277K | ﹤0.01% | 4198 |
|
2018
Q4 | – | Sell |
-3,992
| Closed | -$328K | – | 3151 |
|
2018
Q3 | $328K | Buy |
3,992
+232
| +6% | +$19.1K | ﹤0.01% | 2592 |
|
2018
Q2 | $314K | Buy |
3,760
+115
| +3% | +$9.6K | ﹤0.01% | 2589 |
|
2018
Q1 | $280K | Buy |
3,645
+185
| +5% | +$14.2K | ﹤0.01% | 2666 |
|
2017
Q4 | $231K | Hold |
3,460
| – | – | ﹤0.01% | 2684 |
|
2017
Q3 | $228K | Hold |
3,460
| – | – | ﹤0.01% | 2556 |
|
2017
Q2 | $231K | Hold |
3,460
| – | – | ﹤0.01% | 2477 |
|
2017
Q1 | $240K | Hold |
3,460
| – | – | ﹤0.01% | 2369 |
|
2016
Q4 | $229K | Hold |
3,460
| – | – | ﹤0.01% | 2379 |
|
2016
Q3 | $214K | Sell |
3,460
-1,774
| -34% | -$110K | ﹤0.01% | 2363 |
|
2016
Q2 | $325K | Sell |
5,234
-1,714
| -25% | -$106K | ﹤0.01% | 2007 |
|
2016
Q1 | $418K | Buy |
6,948
+28
| +0.4% | +$1.69K | ﹤0.01% | 2277 |
|
2015
Q4 | $355K | Buy |
6,920
+3,460
| +100% | +$178K | ﹤0.01% | 2417 |
|
2015
Q3 | $224K | Sell |
3,460
-1,853
| -35% | -$120K | ﹤0.01% | 2433 |
|
2015
Q2 | $405K | Sell |
5,313
-50
| -0.9% | -$3.81K | ﹤0.01% | 2071 |
|
2015
Q1 | $400K | Sell |
5,363
-779
| -13% | -$58.1K | ﹤0.01% | 2009 |
|
2014
Q4 | $496K | Sell |
6,142
-874
| -12% | -$70.6K | ﹤0.01% | 1779 |
|
2014
Q3 | $794K | Buy |
7,016
+2,122
| +43% | +$240K | ﹤0.01% | 1437 |
|
2014
Q2 | $573K | Sell |
4,894
-1,898
| -28% | -$222K | ﹤0.01% | 1711 |
|
2014
Q1 | $688K | Buy |
6,792
+63
| +0.9% | +$6.38K | ﹤0.01% | 1508 |
|
2013
Q4 | $668K | Sell |
6,729
-5,288
| -44% | -$525K | ﹤0.01% | 1524 |
|
2013
Q3 | $1.05M | Buy |
12,017
+3,735
| +45% | +$326K | 0.01% | 1160 |
|
2013
Q2 | $659K | Buy |
+8,282
| New | +$659K | ﹤0.01% | 1379 |
|