Oak Thistle LLC’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,805
| Closed | -$614K | – | 491 |
|
2024
Q4 | $614K | Buy |
+5,805
| New | +$614K | 0.18% | 208 |
|
2023
Q3 | – | Sell |
-3,332
| Closed | -$256K | – | 529 |
|
2023
Q2 | $256K | Buy |
3,332
+139
| +4% | +$10.7K | 0.14% | 285 |
|
2023
Q1 | $223K | Buy |
+3,193
| New | +$223K | 0.13% | 318 |
|