Perigon Wealth Management’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	–	Sell	-3,947	Closed	-$214K	–	1083
2025 Q1	$214K	Buy	+3,947	New	+$214K	0.01%	940
2017 Q1	–	Sell	-545	Closed	-$22K	–	662
2016 Q4	$22K	Hold	545	–	–	﹤0.01%	453
2016 Q3	$19K	Buy	+545	New	+$19K	﹤0.01%	409