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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $281K | Sell |
|
|||||
|
2025
Q2 | $287K | Sell |
|
|||||
|
2025
Q1 | $225K | Hold |
|
|||||
|
2024
Q4 | $237K | Sell |
|
|||||
|
2024
Q3 | $428K | Hold |
|
|||||
|
2024
Q2 | $393K | Hold |
|
|||||
|
2024
Q1 | $361K | Buy |
|
|||||
|
2023
Q4 | $265K | Sell |
|
|||||
|
2023
Q3 | $263K | Buy |
|
|||||
|
2023
Q2 | $217K | Sell |
|
|||||
|
2023
Q1 | $229K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $348K | Buy |
|
|||||
|
2021
Q4 | $277K | Buy |
|
|||||
|
2021
Q3 | $205K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $112K | Buy |
|