Pinnacle Wealth Planning Services’s KB Financial Group KB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$333K	Sell	3,338 -47	-1%	-$4.72K	0.03%	304
2025 Q4	$291K	Sell	3,385 -5	-0.1%	-$421	0.03%	337
2025 Q3	$281K	Sell	3,390 -87	-3%	-$7.14K	0.03%	342
2025 Q2	$287K	Sell	3,477 -687	-16%	-$46.5K	0.04%	310
2025 Q1	$225K	Hold	4,164	–	–	0.03%	330
2024 Q4	$237K	Sell	4,164 -2,775	-40%	-$179K	0.04%	316
2024 Q3	$428K	Hold	6,939	–	–	0.06%	219
2024 Q2	$393K	Hold	6,939	–	–	0.06%	219
2024 Q1	$361K	Buy	6,939 +541	+8%	+$25.5K	0.05%	251
2023 Q4	$265K	Sell	6,398 -6	-0.1%	-$243	0.04%	306
2023 Q3	$263K	Buy	6,404 +432	+7%	+$17.1K	0.04%	284
2023 Q2	$217K	Sell	5,972 -329	-5%	-$12.1K	0.04%	357
2023 Q1	$229K	Buy	+6,301	New	+$260K	0.04%	338
2022 Q2	–	Sell	-7,117	Closed	-$348K	–	450
2022 Q1	$348K	Buy	7,117 +1,120	+19%	+$55.3K	0.06%	244
2021 Q4	$277K	Buy	5,997 +1,583	+36%	+$75.2K	0.06%	273
2021 Q3	$205K	Buy	+4,414	New	+$200K	0.05%	328
2021 Q1	–	Sell	-2,826	Closed	-$112K	–	1178
2020 Q4	$112K	Buy	+2,826	New	+$111K	0.03%	425