United Capital Financial Advisors’s KB Financial Group KB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$480K Sell
5,806
-15
-0.3% -$1.24K ﹤0.01% 787
2025
Q1
$315K Sell
5,821
-48
-0.8% -$2.6K ﹤0.01% 869
2024
Q4
$334K Sell
5,869
-97
-2% -$5.52K ﹤0.01% 844
2024
Q3
$368K Buy
5,966
+98
+2% +$6.05K ﹤0.01% 813
2024
Q2
$332K Sell
5,868
-471
-7% -$26.7K ﹤0.01% 805
2024
Q1
$330K Sell
6,339
-103
-2% -$5.36K ﹤0.01% 845
2023
Q4
$267K Buy
+6,442
New +$267K ﹤0.01% 910
2020
Q1
Sell
-10,798
Closed -$447K 1277
2019
Q4
$447K Buy
+10,798
New +$447K ﹤0.01% 1018
2019
Q3
Sell
-17,691
Closed -$698K 1386
2019
Q2
$698K Buy
+17,691
New +$698K ﹤0.01% 919
2019
Q1
Sell
-10,095
Closed -$424K 1353
2018
Q4
$424K Buy
+10,095
New +$424K ﹤0.01% 963