Optas 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
Q2 | $215K | Buy |
+1,892
| New | +$215K | 0.04% | 312 |
|
2025
Q1 | – | Sell |
-2,167
| Closed | -$229K | – | 325 |
|
2024
Q4 | $229K | Buy |
2,167
+82
| +4% | +$8.68K | 0.05% | 225 |
|
2024
Q3 | $255K | Buy |
2,085
+21
| +1% | +$2.57K | 0.06% | 195 |
|
2024
Q2 | $247K | Buy |
+2,064
| New | +$247K | 0.06% | 170 |
|