Schechter Investment Advisors’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $268K | Sell |
4,953
-1,702
| -26% | -$92.1K | 0.02% | 491 |
|
|
2024
Q4 | $379K | Sell |
6,655
-882
| -12% | -$50.2K | 0.03% | 442 |
|
|
2024
Q3 | $465K | Buy |
7,537
+143
| +2% | +$8.83K | 0.03% | 414 |
|
|
2024
Q2 | $419K | Buy |
7,394
+105
| +1% | +$5.94K | 0.03% | 413 |
|
|
2024
Q1 | $380K | Buy |
7,289
+341
| +5% | +$17.8K | 0.03% | 443 |
|
|
2023
Q4 | $287K | Buy |
6,948
+8
| +0.1% | +$331 | 0.02% | 469 |
|
|
2023
Q3 | $285K | Buy |
6,940
+514
| +8% | +$21.1K | 0.03% | 464 |
|
|
2023
Q2 | $234K | Buy |
+6,426
| New | +$234K | 0.02% | 551 |
|
|
2022
Q3 | – | Sell |
-5,465
| Closed | -$203K | – | 969 |
|
|
2022
Q2 | $203K | Buy |
+5,465
| New | +$203K | 0.02% | 838 |
|