Bridges Investment Management’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 |
-1,571
| Closed | -$425K | – | 229 |
|
|
2021
Q3 | $425K | Sell |
1,571
-25
| -2% | -$6.76K | 0.01% | 182 |
|
|
2021
Q2 | $452K | Hold |
1,596
| – | – | 0.01% | 178 |
|
|
2021
Q1 | $421K | Hold |
1,596
| – | – | 0.01% | 181 |
|
|
2020
Q4 | $326K | Sell |
1,596
-400
| -20% | -$81.7K | 0.01% | 193 |
|
|
2020
Q3 | $361K | Sell |
1,996
-1,500
| -43% | -$271K | 0.01% | 182 |
|
|
2020
Q2 | $522K | Sell |
3,496
-300
| -8% | -$44.8K | 0.02% | 163 |
|
|
2020
Q1 | $483K | Sell |
3,796
-10
| -0.3% | -$1.27K | 0.02% | 167 |
|
|
2019
Q4 | $583K | Sell |
3,806
-200
| -5% | -$30.6K | 0.02% | 183 |
|
|
2019
Q3 | $533K | Sell |
4,006
-500
| -11% | -$66.5K | 0.02% | 281 |
|
|
2019
Q2 | $549K | Sell |
4,506
-315
| -7% | -$38.4K | 0.02% | 276 |
|
|
2019
Q1 | $559K | Buy |
4,821
+125
| +3% | +$14.5K | 0.02% | 248 |
|
|
2018
Q4 | $448K | Sell |
4,696
-75
| -2% | -$7.16K | 0.02% | 258 |
|
|
2018
Q3 | $540K | Hold |
4,771
| – | – | 0.03% | 197 |
|
|
2018
Q2 | $505K | Sell |
4,771
-36
| -0.7% | -$3.81K | 0.02% | 198 |
|
|
2018
Q1 | $528K | Buy |
4,807
+350
| +8% | +$38.4K | 0.02% | 193 |
|
|
2017
Q4 | $469K | Buy |
+4,457
| New | +$469K | 0.04% | 151 |
|