Orion Portfolio Solutions’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 | $2.29M | Buy |
22,709
+2,518
| +12% | +$254K | 0.02% | 638 |
|
|
2024
Q4 | $2.14M | Buy |
20,191
+245
| +1% | +$25.9K | 0.02% | 661 |
|
|
2024
Q3 | $2.44M | Buy |
19,946
+572
| +3% | +$70K | 0.02% | 587 |
|
|
2024
Q2 | $2.32M | Buy |
19,374
+1,004
| +5% | +$120K | 0.02% | 584 |
|
|
2024
Q1 | $1.75M | Buy |
18,370
+523
| +3% | +$49.9K | 0.02% | 722 |
|
|
2023
Q4 | $1.39M | Buy |
17,847
+124
| +0.7% | +$9.65K | 0.02% | 800 |
|
|
2023
Q3 | $1.47M | Sell |
17,723
-406
| -2% | -$33.6K | 0.02% | 745 |
|
|
2023
Q2 | $1.4M | Buy |
18,129
+304
| +2% | +$23.4K | 0.01% | 807 |
|
|
2023
Q1 | $1.24M | Buy |
+17,825
| New | +$1.24M | 0.02% | 793 |
|
|
2020
Q3 | – | Sell |
-14
| Closed | -$1K | – | 1299 |
|
|
2020
Q2 | $1K | Buy |
14
+5
| +56% | +$357 | ﹤0.01% | 2010 |
|
|
2020
Q1 | $0 | Buy |
9
+5
| +125% | – | ﹤0.01% | 2099 |
|
|
2019
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1872 |
|