Sequoia Financial Advisors’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
15,984
+1,806
| +13% | +$149K | 0.01% | 589 |
|
|
2025
Q1 | $767K | Sell |
14,178
-371
| -3% | -$20.1K | 0.01% | 709 |
|
|
2024
Q4 | $828K | Sell |
14,549
-42
| -0.3% | -$2.39K | 0.01% | 641 |
|
|
2024
Q3 | $901K | Sell |
14,591
-569
| -4% | -$35.1K | 0.01% | 573 |
|
|
2024
Q2 | $858K | Buy |
15,160
+327
| +2% | +$18.5K | 0.01% | 517 |
|
|
2024
Q1 | $772K | Sell |
14,833
-320
| -2% | -$16.7K | 0.01% | 548 |
|
|
2023
Q4 | $627K | Sell |
15,153
-155
| -1% | -$6.41K | 0.01% | 672 |
|
|
2023
Q3 | $629K | Buy |
15,308
+611
| +4% | +$25.1K | 0.01% | 442 |
|
|
2023
Q2 | $535K | Buy |
14,697
+1,206
| +9% | +$43.9K | 0.01% | 504 |
|
|
2023
Q1 | $491K | Buy |
13,491
+188
| +1% | +$6.85K | 0.01% | 464 |
|
|
2022
Q4 | $514K | Buy |
13,303
+6,466
| +95% | +$250K | 0.01% | 427 |
|
|
2022
Q3 | $206K | Sell |
6,837
-684
| -9% | -$20.6K | 0.01% | 485 |
|
|
2022
Q2 | $280K | Sell |
7,521
-1,274
| -14% | -$47.4K | 0.01% | 457 |
|
|
2022
Q1 | $429K | Buy |
8,795
+3,225
| +58% | +$157K | 0.01% | 393 |
|
|
2021
Q4 | $257K | Buy |
+5,570
| New | +$257K | 0.01% | 482 |
|