Steward Partners Investment Advisory’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 | $13.2K | Buy |
116
+1
| +0.9% | +$113 | ﹤0.01% | 3091 |
|
|
2025
Q1 | $11.6K | Hold |
115
| – | – | ﹤0.01% | 3021 |
|
|
2024
Q4 | $12.2K | Hold |
115
| – | – | ﹤0.01% | 3014 |
|
|
2024
Q3 | $14.1K | Hold |
115
| – | – | ﹤0.01% | 2812 |
|
|
2024
Q2 | $13.8K | Hold |
115
| – | – | ﹤0.01% | 2672 |
|
|
2024
Q1 | $11K | Hold |
115
| – | – | ﹤0.01% | 2777 |
|
|
2023
Q4 | $9.03K | Buy |
+115
| New | +$9.03K | ﹤0.01% | 2748 |
|
|
2021
Q1 | – | Sell |
-31
| Closed | -$2K | – | 3461 |
|
|
2020
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 2711 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$4K | – | 1500 |
|
|
2018
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 2200 |
|