Venturi Wealth Management’s Kirby Corp KEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-120
Closed -$12.7K 1256
2024
Q4
$12.7K Sell
120
-51
-30% -$5.4K ﹤0.01% 1371
2024
Q3
$20.9K Buy
171
+38
+29% +$4.65K ﹤0.01% 1001
2024
Q2
$15.9K Buy
133
+12
+10% +$1.44K ﹤0.01% 987
2024
Q1
$11.5K Buy
+121
New +$11.5K ﹤0.01% 897