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 |
|