Venturi Wealth Management’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 Q1	–	Sell	-845	Closed	-$48.1K	–	1250
2024 Q4	$48.1K	Sell	845 -242	-22%	-$13.8K	﹤0.01%	1026
2024 Q3	$67.1K	Buy	1,087 +1,044	+2,428%	+$64.5K	﹤0.01%	679
2024 Q2	$2.44K	Buy	+43	New	+$2.44K	﹤0.01%	1339