SCM
Somerset Capital Management’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.42M | Hold |
82,167
| – | – | 42.08% | 1 |
|
|
2023
Q3 | $3.36M | Hold |
82,167
| – | – | 0.57% | 6 |
|
|
2023
Q2 | $2.98M | Sell |
82,167
-1,700
| -2% | -$61.6K | 0.47% | 8 |
|
|
2023
Q1 | $3.05M | Sell |
83,867
-4,500
| -5% | -$164K | 0.42% | 7 |
|
|
2022
Q4 | $3.4M | Hold |
88,367
| – | – | 0.57% | 7 |
|
|
2022
Q3 | $2.6M | Buy |
88,367
+27,500
| +45% | +$808K | 0.48% | 8 |
|
|
2022
Q2 | $2.27M | Sell |
60,867
-10,400
| -15% | -$387K | 0.47% | 8 |
|
|
2022
Q1 | $3.47M | Sell |
71,267
-2,400
| -3% | -$117K | 0.64% | 7 |
|
|
2021
Q4 | $3.39M | Buy |
73,667
+3,600
| +5% | +$166K | 0.4% | 9 |
|
|
2021
Q3 | $3.27M | Hold |
70,067
| – | – | 0.33% | 13 |
|
|
2021
Q2 | $3.47M | Hold |
70,067
| – | – | 0.32% | 15 |
|
|
2021
Q1 | $3.46M | Sell |
70,067
-5,700
| -8% | -$281K | 0.36% | 15 |
|
|
2020
Q4 | $2.96M | Buy |
+75,767
| New | +$2.96M | 0.36% | 13 |
|