O'Shaughnessy Asset Management’s Kirby Corp KEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$572K	Buy	4,304 +2,044	+90%	+$259K	﹤0.01%	1465
2025 Q4	$249K	Sell	2,260 -25,305	-92%	-$2.57M	﹤0.01%	1881
2025 Q3	$2.3M	Buy	27,565 +24,941	+950%	+$2.51M	0.01%	773
2025 Q2	$298K	Buy	+2,624	New	+$275K	﹤0.01%	1634
2021 Q4	–	Sell	-7	Closed	–	–	1875
2021 Q3	$0	Buy	+7	New	+$388	﹤0.01%	2797
2015 Q4	–	Sell	-2,067	Closed	-$128K	–	958
2015 Q3	$128K	Sell	2,067 -6,287	-75%	-$444K	﹤0.01%	545
2015 Q2	$640K	Sell	8,354 -621	-7%	-$49.2K	0.01%	358
2015 Q1	$673K	Sell	8,975 -975	-10%	-$75.2K	0.01%	339
2014 Q4	$800K	Buy	9,950 +2,600	+35%	+$258K	0.02%	346
2014 Q3	$864K	Buy	+7,350	New	+$875K	0.02%	348