Pinnacle Wealth Planning Services’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 | $287K | Sell |
3,477
-687
| -16% | -$56.7K | 0.04% | 310 |
|
|
2025
Q1 | $225K | Hold |
4,164
| – | – | 0.03% | 330 |
|
|
2024
Q4 | $237K | Sell |
4,164
-2,775
| -40% | -$158K | 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% | +$28.2K | 0.05% | 251 |
|
|
2023
Q4 | $265K | Sell |
6,398
-6
| -0.1% | -$248 | 0.04% | 306 |
|
|
2023
Q3 | $263K | Buy |
6,404
+432
| +7% | +$17.8K | 0.04% | 284 |
|
|
2023
Q2 | $217K | Sell |
5,972
-329
| -5% | -$12K | 0.04% | 357 |
|
|
2023
Q1 | $229K | Buy |
+6,301
| New | +$229K | 0.04% | 338 |
|
|
2022
Q2 | – | Sell |
-7,117
| Closed | -$348K | – | 448 |
|
|
2022
Q1 | $348K | Buy |
7,117
+1,120
| +19% | +$54.8K | 0.06% | 242 |
|
|
2021
Q4 | $277K | Buy |
5,997
+1,583
| +36% | +$73.1K | 0.05% | 270 |
|
|
2021
Q3 | $205K | Buy |
+4,414
| New | +$205K | 0.05% | 326 |
|
|
2021
Q1 | – | Sell |
-2,826
| Closed | -$112K | – | 1171 |
|
|
2020
Q4 | $112K | Buy |
+2,826
| New | +$112K | 0.03% | 423 |
|