Concourse Financial Group Securities’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 |
-783
| Closed | -$212K | – | 10801 |
|
2021
Q3 | $212K | Hold |
783
| – | – | 0.01% | 703 |
|
2021
Q2 | $222K | Buy |
783
+100
| +15% | +$28.4K | 0.01% | 687 |
|
2021
Q1 | $181K | Hold |
683
| – | – | 0.01% | 716 |
|
2020
Q4 | $140K | Sell |
683
-126
| -16% | -$25.8K | 0.01% | 759 |
|
2020
Q3 | $147K | Sell |
809
-701
| -46% | -$127K | 0.01% | 648 |
|
2020
Q2 | $226K | Sell |
1,510
-39
| -3% | -$5.84K | 0.02% | 473 |
|
2020
Q1 | $198K | Sell |
1,549
-98
| -6% | -$12.5K | 0.02% | 465 |
|
2019
Q4 | $253K | Buy |
1,647
+964
| +141% | +$148K | 0.03% | 441 |
|
2019
Q3 | $91K | Hold |
683
| – | – | 0.02% | 457 |
|
2019
Q2 | $83K | Hold |
683
| – | – | 0.01% | 707 |
|
2019
Q1 | $79K | Hold |
683
| – | – | 0.01% | 741 |
|
2018
Q4 | $65K | Hold |
683
| – | – | 0.01% | 739 |
|
2018
Q3 | $77K | Buy |
+683
| New | +$77K | 0.02% | 488 |
|