Mount Yale Investment 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 | – | Sell |
-2,702
| Closed | -$273K | – | 1504 |
|
|
2025
Q1 | $273K | Buy |
+2,702
| New | +$273K | 0.02% | 464 |
|
|
2024
Q3 | – | Sell |
-2,264
| Closed | -$271K | – | 566 |
|
|
2024
Q2 | $271K | Sell |
2,264
-34
| -1% | -$4.07K | 0.02% | 456 |
|
|
2024
Q1 | $219K | Buy |
+2,298
| New | +$219K | 0.02% | 506 |
|
|
2023
Q3 | – | Sell |
-3,799
| Closed | -$292K | – | 507 |
|
|
2023
Q2 | $292K | Sell |
3,799
-312
| -8% | -$24K | 0.03% | 397 |
|
|
2023
Q1 | $287K | Buy |
4,111
+810
| +25% | +$56.5K | 0.03% | 391 |
|
|
2022
Q4 | $212K | Sell |
3,301
-943
| -22% | -$60.7K | 0.02% | 424 |
|
|
2022
Q3 | $258K | Buy |
4,244
+611
| +17% | +$37.1K | 0.03% | 366 |
|
|
2022
Q2 | $221K | Buy |
+3,633
| New | +$221K | 0.03% | 420 |
|