Shelton Capital Management’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
2,155
-70
| -3% | -$7.94K | 0.01% | 579 |
|
|
2025
Q1 | $225K | Sell |
2,225
-79
| -3% | -$7.98K | 0.01% | 609 |
|
|
2024
Q4 | $244K | Sell |
2,304
-150
| -6% | -$15.9K | 0.01% | 595 |
|
|
2024
Q3 | $300K | Hold |
2,454
| – | – | 0.01% | 499 |
|
|
2024
Q2 | $294K | Sell |
2,454
-270
| -10% | -$32.3K | 0.01% | 484 |
|
|
2024
Q1 | $260K | Hold |
2,724
| – | – | 0.01% | 588 |
|
|
2023
Q4 | $214K | Sell |
2,724
-228
| -8% | -$17.9K | 0.01% | 656 |
|
|
2023
Q3 | $244K | Hold |
2,952
| – | – | 0.01% | 551 |
|
|
2023
Q2 | $227K | Sell |
2,952
-115
| -4% | -$8.85K | 0.01% | 635 |
|
|
2023
Q1 | $214K | Buy |
+3,067
| New | +$214K | 0.01% | 652 |
|
|
2022
Q4 | – | Sell |
-3,327
| Closed | -$202K | – | 700 |
|
|
2022
Q3 | $202K | Hold |
3,327
| – | – | 0.01% | 642 |
|
|
2022
Q2 | $202K | Hold |
3,327
| – | – | 0.01% | 671 |
|
|
2022
Q1 | $240K | Buy |
+3,327
| New | +$240K | 0.01% | 665 |
|
|
2021
Q3 | – | Sell |
-3,327
| Closed | -$202K | – | 828 |
|
|
2021
Q2 | $202K | Hold |
3,327
| – | – | 0.01% | 798 |
|
|
2021
Q1 | $201K | Buy |
+3,327
| New | +$201K | 0.01% | 776 |
|
|
2020
Q1 | – | Sell |
-3,748
| Closed | -$336K | – | 735 |
|
|
2019
Q4 | $336K | Hold |
3,748
| – | – | 0.02% | 475 |
|
|
2019
Q3 | $308K | Hold |
3,748
| – | – | 0.02% | 512 |
|
|
2019
Q2 | $296K | Buy |
3,748
+3,466
| +1,229% | +$274K | 0.02% | 534 |
|
|
2019
Q1 | $3.75K | Sell |
282
-3,466
| -92% | -$46.1K | 0.01% | 654 |
|
|
2018
Q4 | $252K | Hold |
3,748
| – | – | 0.02% | 558 |
|
|
2018
Q3 | $308K | Hold |
3,748
| – | – | 0.02% | 572 |
|
|
2018
Q2 | $313K | Hold |
3,748
| – | – | 0.02% | 538 |
|
|
2018
Q1 | $288K | Sell |
3,748
-343
| -8% | -$26.4K | 0.02% | 566 |
|
|
2017
Q4 | $273K | Hold |
4,091
| – | – | 0.02% | 625 |
|
|
2017
Q3 | $270K | Hold |
4,091
| – | – | 0.02% | 617 |
|
|
2017
Q2 | $273K | Hold |
4,091
| – | – | 0.02% | 626 |
|
|
2017
Q1 | $289K | Sell |
4,091
-1,375
| -25% | -$97.1K | 0.02% | 586 |
|
|
2016
Q4 | $363K | Hold |
5,466
| – | – | 0.03% | 516 |
|
|
2016
Q3 | $340K | Hold |
5,466
| – | – | 0.03% | 519 |
|
|
2016
Q2 | $341K | Hold |
5,466
| – | – | 0.03% | 497 |
|
|
2016
Q1 | $330K | Hold |
5,466
| – | – | 0.03% | 511 |
|
|
2015
Q4 | $288K | Hold |
5,466
| – | – | 0.03% | 553 |
|
|
2015
Q3 | $339K | Hold |
5,466
| – | – | 0.04% | 471 |
|
|
2015
Q2 | $419K | Hold |
5,466
| – | – | 0.04% | 429 |
|
|
2015
Q1 | $410K | Sell |
5,466
-416
| -7% | -$31.2K | 0.04% | 450 |
|
|
2014
Q4 | $475K | Sell |
5,882
-410
| -7% | -$33.1K | 0.06% | 383 |
|
|
2014
Q3 | $742K | Hold |
6,292
| – | – | 0.1% | 213 |
|
|
2014
Q2 | $737K | Hold |
6,292
| – | – | 0.1% | 211 |
|
|
2014
Q1 | $637K | Hold |
6,292
| – | – | 0.09% | 240 |
|
|
2013
Q4 | $624K | Hold |
6,292
| – | – | 0.09% | 235 |
|
|
2013
Q3 | $545K | Hold |
6,292
| – | – | 0.09% | 256 |
|
|
2013
Q2 | $500K | Buy |
+6,292
| New | +$500K | 0.09% | 254 |
|