RWM
Ritholtz Wealth Management’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Sell |
49,892
-2,200
| -4% | -$182K | 0.09% | 136 |
|
|
2025
Q1 | $2.82M | Sell |
52,092
-7,307
| -12% | -$395K | 0.08% | 172 |
|
|
2024
Q4 | $3.38M | Sell |
59,399
-595
| -1% | -$33.9K | 0.1% | 129 |
|
|
2024
Q3 | $3.7M | Buy |
59,994
+3,178
| +6% | +$196K | 0.11% | 122 |
|
|
2024
Q2 | $3.22M | Buy |
56,816
+2,956
| +5% | +$167K | 0.11% | 125 |
|
|
2024
Q1 | $2.8M | Buy |
53,860
+8,814
| +20% | +$459K | 0.1% | 142 |
|
|
2023
Q4 | $1.86M | Buy |
45,046
+6,598
| +17% | +$273K | 0.07% | 183 |
|
|
2023
Q3 | $1.58M | Buy |
38,448
+16,446
| +75% | +$676K | 0.07% | 186 |
|
|
2023
Q2 | $801K | Buy |
22,002
+3,613
| +20% | +$132K | 0.04% | 334 |
|
|
2023
Q1 | $670K | Sell |
18,389
-1,392
| -7% | -$50.7K | 0.03% | 347 |
|
|
2022
Q4 | $765K | Sell |
19,781
-928
| -4% | -$35.9K | 0.04% | 285 |
|
|
2022
Q3 | $624K | Sell |
20,709
-8,510
| -29% | -$256K | 0.03% | 339 |
|
|
2022
Q2 | $1.09M | Sell |
29,219
-11,780
| -29% | -$438K | 0.07% | 171 |
|
|
2022
Q1 | $2M | Sell |
40,999
-2,410
| -6% | -$118K | 0.14% | 91 |
|
|
2021
Q4 | $2M | Sell |
43,409
-558
| -1% | -$25.8K | 0.12% | 81 |
|
|
2021
Q3 | $2.04M | Sell |
43,967
-1,864
| -4% | -$86.5K | 0.14% | 71 |
|
|
2021
Q2 | $2.26M | Buy |
45,831
+11,138
| +32% | +$549K | 0.16% | 62 |
|
|
2021
Q1 | $1.72M | Buy |
34,693
+4,151
| +14% | +$205K | 0.14% | 70 |
|
|
2020
Q4 | $1.21M | Buy |
30,542
+7,457
| +32% | +$295K | 0.12% | 78 |
|
|
2020
Q3 | $741K | Buy |
23,085
+4,464
| +24% | +$143K | 0.08% | 101 |
|
|
2020
Q2 | $518K | Buy |
+18,621
| New | +$518K | 0.07% | 112 |
|