Allworth Financial’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-757
| Closed | -$205K | – | 2209 |
|
|
2021
Q3 | $205K | Buy |
757
+533
| +238% | +$144K | ﹤0.01% | 478 |
|
|
2021
Q2 | $63K | Buy |
224
+10
| +5% | +$2.81K | ﹤0.01% | 562 |
|
|
2021
Q1 | $56K | Hold |
214
| – | – | ﹤0.01% | 550 |
|
|
2020
Q4 | $44K | Buy |
214
+212
| +10,600% | +$43.6K | ﹤0.01% | 506 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1303 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1426 |
|
|
2020
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1361 |
|
|
2018
Q2 | – | Sell |
-135
| Closed | -$15K | – | 1036 |
|
|
2018
Q1 | $15K | Hold |
135
| – | – | ﹤0.01% | 424 |
|
|
2017
Q4 | $14K | Buy |
+135
| New | +$14K | ﹤0.01% | 433 |
|