O'Shaughnessy Asset Management’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
122,938
+7,288
| +6% | +$602K | 0.07% | 298 |
|
|
2025
Q1 | $6.26M | Sell |
115,650
-12,907
| -10% | -$698K | 0.05% | 374 |
|
|
2024
Q4 | $7.31M | Sell |
128,557
-3,052
| -2% | -$174K | 0.06% | 321 |
|
|
2024
Q3 | $9.21M | Sell |
131,609
-3,111
| -2% | -$218K | 0.08% | 261 |
|
|
2024
Q2 | $7.63M | Buy |
134,720
+4,061
| +3% | +$230K | 0.08% | 275 |
|
|
2024
Q1 | $6.8M | Buy |
130,659
+10,600
| +9% | +$552K | 0.08% | 286 |
|
|
2023
Q4 | $4.97M | Buy |
120,059
+9,381
| +8% | +$388K | 0.07% | 311 |
|
|
2023
Q3 | $4.55M | Buy |
110,678
+39,854
| +56% | +$1.64M | 0.07% | 303 |
|
|
2023
Q2 | $2.58M | Buy |
70,824
+19,403
| +38% | +$706K | 0.04% | 397 |
|
|
2023
Q1 | $1.87M | Sell |
51,421
-4,617
| -8% | -$168K | 0.03% | 472 |
|
|
2022
Q4 | $2.17M | Sell |
56,038
-17,783
| -24% | -$687K | 0.04% | 417 |
|
|
2022
Q3 | $2.23M | Sell |
73,821
-32,561
| -31% | -$981K | 0.04% | 377 |
|
|
2022
Q2 | $3.96M | Sell |
106,382
-38,595
| -27% | -$1.44M | 0.07% | 266 |
|
|
2022
Q1 | $7.08M | Sell |
144,977
-12,995
| -8% | -$635K | 0.12% | 202 |
|
|
2021
Q4 | $7.29M | Sell |
157,972
-77,574
| -33% | -$3.58M | 0.13% | 180 |
|
|
2021
Q3 | $10.9M | Buy |
235,546
+27,307
| +13% | +$1.27M | 0.22% | 110 |
|
|
2021
Q2 | $10.3M | Buy |
208,239
+28,839
| +16% | +$1.42M | 0.2% | 128 |
|
|
2021
Q1 | $8.87M | Buy |
179,400
+6,634
| +4% | +$328K | 0.2% | 115 |
|
|
2020
Q4 | $6.84M | Buy |
172,766
+24,035
| +16% | +$952K | 0.19% | 100 |
|
|
2020
Q3 | $4.78M | Buy |
148,731
+35,030
| +31% | +$1.13M | 0.14% | 96 |
|
|
2020
Q2 | $3.16M | Buy |
113,701
+68,576
| +152% | +$1.91M | 0.1% | 119 |
|
|
2020
Q1 | $1.23M | Sell |
45,125
-5,086
| -10% | -$138K | 0.04% | 185 |
|
|
2019
Q4 | $2.08M | Buy |
50,211
+20,346
| +68% | +$842K | 0.05% | 180 |
|
|
2019
Q3 | $1.07M | Buy |
29,865
+27,591
| +1,213% | +$986K | 0.03% | 255 |
|
|
2019
Q2 | $90K | Sell |
2,274
-4,010
| -64% | -$159K | ﹤0.01% | 665 |
|
|
2019
Q1 | $233K | Buy |
6,284
+2,959
| +89% | +$110K | 0.01% | 516 |
|
|
2018
Q4 | $140K | Sell |
3,325
-1,292
| -28% | -$54.4K | ﹤0.01% | 559 |
|
|
2018
Q3 | $223K | Sell |
4,617
-508
| -10% | -$24.5K | ﹤0.01% | 538 |
|
|
2018
Q2 | $238K | Sell |
5,125
-6,095
| -54% | -$283K | 0.01% | 502 |
|
|
2018
Q1 | $650K | Sell |
11,220
-280
| -2% | -$16.2K | 0.01% | 308 |
|
|
2017
Q4 | $673K | Sell |
11,500
-1,598
| -12% | -$93.5K | 0.02% | 337 |
|
|
2017
Q3 | $642K | Buy |
13,098
+160
| +1% | +$7.84K | 0.01% | 321 |
|
|
2017
Q2 | $653K | Buy |
12,938
+6,122
| +90% | +$309K | 0.02% | 328 |
|
|
2017
Q1 | $300K | Buy |
6,816
+5,069
| +290% | +$223K | 0.01% | 436 |
|
|
2016
Q4 | $62K | Buy |
1,747
+1,667
| +2,084% | +$59.2K | ﹤0.01% | 691 |
|
|
2016
Q3 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 817 |
|