SVB Wealth’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,992
| Closed | -$216K | – | 1087 |
|
|
2025
Q1 | $216K | Sell |
3,992
-1,500
| -27% | -$81.2K | 0.01% | 302 |
|
|
2024
Q4 | $312K | Buy |
+5,492
| New | +$312K | 0.01% | 543 |
|
|
2024
Q3 | – | Sell |
-6,100
| Closed | -$345K | – | 333 |
|
|
2024
Q2 | $345K | Sell |
6,100
-125
| -2% | -$7.08K | 0.01% | 519 |
|
|
2024
Q1 | $324K | Buy |
6,225
+270
| +5% | +$14.1K | 0.01% | 602 |
|
|
2023
Q4 | $246K | Sell |
5,955
-734
| -11% | -$30.4K | 0.01% | 692 |
|
|
2023
Q3 | $275K | Buy |
6,689
+273
| +4% | +$11.2K | 0.01% | 638 |
|
|
2023
Q2 | $234K | Sell |
6,416
-253
| -4% | -$9.21K | ﹤0.01% | 766 |
|
|
2023
Q1 | $243K | Buy |
6,669
+744
| +13% | +$27.1K | ﹤0.01% | 814 |
|
|
2022
Q4 | $229K | Buy |
+5,925
| New | +$229K | ﹤0.01% | 861 |
|
|
2022
Q1 | – | Sell |
-5,951
| Closed | -$274K | – | 820 |
|
|
2021
Q4 | $274K | Sell |
5,951
-39,705
| -87% | -$1.83M | ﹤0.01% | 610 |
|
|
2021
Q3 | $2.12M | Sell |
45,656
-2,803
| -6% | -$130K | 0.03% | 252 |
|
|
2021
Q2 | $2.39M | Buy |
48,459
+24,028
| +98% | +$1.18M | 0.03% | 233 |
|
|
2021
Q1 | $1.21M | Sell |
24,431
-1,593
| -6% | -$78.7K | 0.02% | 317 |
|
|
2020
Q4 | $1.03M | Buy |
26,024
+10,252
| +65% | +$406K | 0.02% | 329 |
|
|
2020
Q3 | $507K | Buy |
+15,772
| New | +$507K | 0.01% | 397 |
|