PDS Planning’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
8,373
+349
| +4% | +$28.8K | 0.05% | 180 |
|
|
2025
Q1 | $434K | Buy |
8,024
+271
| +3% | +$14.7K | 0.04% | 232 |
|
|
2024
Q4 | $441K | Sell |
7,753
-22
| -0.3% | -$1.25K | 0.04% | 210 |
|
|
2024
Q3 | $480K | Sell |
7,775
-89
| -1% | -$5.5K | 0.04% | 203 |
|
|
2024
Q2 | $445K | Sell |
7,864
-651
| -8% | -$36.9K | 0.04% | 189 |
|
|
2024
Q1 | $443K | Sell |
8,515
-267
| -3% | -$13.9K | 0.05% | 179 |
|
|
2023
Q4 | $363K | Buy |
8,782
+154
| +2% | +$6.37K | 0.04% | 200 |
|
|
2023
Q3 | $355K | Buy |
8,628
+446
| +5% | +$18.3K | 0.05% | 188 |
|
|
2023
Q2 | $298K | Sell |
8,182
-359
| -4% | -$13.1K | 0.04% | 218 |
|
|
2023
Q1 | $311K | Buy |
+8,541
| New | +$311K | 0.04% | 191 |
|
|
2022
Q2 | – | Sell |
-5,430
| Closed | -$265K | – | 237 |
|
|
2022
Q1 | $265K | Buy |
5,430
+352
| +7% | +$17.2K | 0.05% | 162 |
|
|
2021
Q4 | $234K | Sell |
5,078
-575
| -10% | -$26.5K | 0.04% | 169 |
|
|
2021
Q3 | $262K | Buy |
5,653
+365
| +7% | +$16.9K | 0.06% | 144 |
|
|
2021
Q2 | $261K | Buy |
5,288
+1,092
| +26% | +$53.9K | 0.06% | 143 |
|
|
2021
Q1 | $207K | Buy |
+4,196
| New | +$207K | 0.06% | 155 |
|