SGA
Strategic Global Advisors’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
+3,430
| New | +$283K | 0.05% | 136 |
|
|
2024
Q4 | – | Sell |
-3,430
| Closed | -$212K | – | 151 |
|
|
2024
Q3 | $212K | Sell |
3,430
-2,430
| -41% | -$150K | 0.04% | 137 |
|
|
2024
Q2 | $332K | Hold |
5,860
| – | – | 0.07% | 125 |
|
|
2024
Q1 | $305K | Buy |
+5,860
| New | +$305K | 0.07% | 128 |
|
|
2023
Q1 | – | Sell |
-9,551
| Closed | -$369K | – | 146 |
|
|
2022
Q4 | $369K | Sell |
9,551
-3,060
| -24% | -$118K | 0.06% | 122 |
|
|
2022
Q3 | $380K | Sell |
12,611
-85,369
| -87% | -$2.57M | 0.06% | 120 |
|
|
2022
Q2 | $3.65M | Sell |
97,980
-4,025
| -4% | -$150K | 0.56% | 69 |
|
|
2022
Q1 | $4.98M | Sell |
102,005
-49,967
| -33% | -$2.44M | 0.73% | 49 |
|
|
2021
Q4 | $8.89M | Sell |
151,972
-45,974
| -23% | -$2.69M | 1.15% | 27 |
|
|
2021
Q3 | $9.19M | Sell |
197,946
-654
| -0.3% | -$30.4K | 1.35% | 19 |
|
|
2021
Q2 | $9.79M | Sell |
198,600
-2,130
| -1% | -$105K | 1.78% | 10 |
|
|
2021
Q1 | $9.92M | Sell |
200,730
-46,074
| -19% | -$2.28M | 1.79% | 9 |
|
|
2020
Q4 | $9.77M | Buy |
246,804
+3,731
| +2% | +$148K | 1.73% | 9 |
|
|
2020
Q3 | $7.81M | Buy |
243,073
+234,573
| +2,760% | +$7.53M | 1.47% | 13 |
|
|
2020
Q2 | $236K | Hold |
8,500
| – | – | 0.05% | 136 |
|
|
2020
Q1 | $231K | Buy |
+8,500
| New | +$231K | 0.06% | 133 |
|
|
2019
Q4 | – | Sell |
-6,000
| Closed | -$214K | – | 149 |
|
|
2019
Q3 | $214K | Hold |
6,000
| – | – | 0.05% | 148 |
|
|
2019
Q2 | $237K | Hold |
6,000
| – | – | 0.05% | 143 |
|
|
2019
Q1 | $222K | Sell |
6,000
-31,811
| -84% | -$1.18M | 0.05% | 149 |
|
|
2018
Q4 | $1.59M | Buy |
37,811
+305
| +0.8% | +$12.8K | 0.57% | 35 |
|
|
2018
Q3 | $1.81M | Buy |
37,506
+265
| +0.7% | +$12.8K | 0.55% | 44 |
|
|
2018
Q2 | $2.16M | Hold |
37,241
| – | – | 0.55% | 42 |
|
|
2018
Q1 | $2.16M | Buy |
37,241
+183
| +0.5% | +$10.6K | 0.74% | 32 |
|
|
2017
Q4 | $2.17M | Sell |
37,058
-17
| -0% | -$995 | 0.7% | 31 |
|
|
2017
Q3 | $1.82M | Buy |
37,075
+5,746
| +18% | +$282K | 0.7% | 37 |
|
|
2017
Q2 | $1.58M | Buy |
31,329
+31
| +0.1% | +$1.57K | 0.58% | 45 |
|
|
2017
Q1 | $1.38M | Buy |
31,298
+16,077
| +106% | +$707K | 0.5% | 59 |
|
|
2016
Q4 | $537K | Buy |
+15,221
| New | +$537K | 0.2% | 103 |
|