MYIA
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Mount Yale Investment Advisors’s Kirby Corp KEX Stock Holding History

Mount Yale Investment 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
Q2 		– Sell
-2,702
Closed -$273K – 1506
2025
Q1 		$273K Buy
+2,702
New +$282K 0.02% 464
2024
Q3 		– Sell
-2,264
Closed -$271K – 581
2024
Q2 		$271K Sell
2,264
-34
-1% -$3.8K 0.02% 456
2024
Q1 		$219K Buy
+2,298
New +$194K 0.02% 506
2023
Q3 		– Sell
-3,799
Closed -$292K – 509
2023
Q2 		$292K Sell
3,799
-312
-8% -$22.5K 0.03% 398
2023
Q1 		$287K Buy
4,111
+810
+25% +$55.8K 0.03% 391
2022
Q4 		$212K Sell
3,301
-943
-22% -$62.9K 0.02% 427
2022
Q3 		$258K Buy
4,244
+611
+17% +$39.1K 0.03% 367
2022
Q2 		$221K Buy
+3,633
New +$237K 0.03% 421

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Dimensional Fund Advisors
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AllianceBernstein
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Select Equity Group
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Wellington Management Group
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State Street
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Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return