Williamson Legacy Group’s Kirby Corp KEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,068
Closed -$988K 125
2024
Q3
$988K Buy
8,068
+3,010
+60% +$369K 0.66% 39
2024
Q2
$606K Buy
+5,058
New +$606K 0.45% 68