Geneos Wealth 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 |
-1,132
| Closed | -$313K | – | 2921 |
|
|
2021
Q3 | $313K | Sell |
1,132
-80
| -7% | -$22.1K | 0.01% | 695 |
|
|
2021
Q2 | $344K | Sell |
1,212
-95
| -7% | -$27K | 0.01% | 654 |
|
|
2021
Q1 | $382K | Buy |
1,307
+125
| +11% | +$36.5K | 0.01% | 708 |
|
|
2020
Q4 | $300K | Sell |
1,182
-130
| -10% | -$33K | 0.01% | 681 |
|
|
2020
Q3 | $240K | Hold |
1,312
| – | – | 0.01% | 628 |
|
|
2020
Q2 | $191K | Sell |
1,312
-115
| -8% | -$16.7K | 0.01% | 689 |
|
|
2020
Q1 | $182K | Sell |
1,427
-80
| -5% | -$10.2K | 0.01% | 641 |
|
|
2019
Q4 | $232K | Hold |
1,507
| – | – | 0.01% | 651 |
|
|
2019
Q3 | $199K | Sell |
1,507
-61
| -4% | -$8.06K | 0.01% | 664 |
|
|
2019
Q2 | $191K | Sell |
1,568
-30
| -2% | -$3.65K | 0.01% | 684 |
|
|
2019
Q1 | $185K | Buy |
1,598
+473
| +42% | +$54.8K | 0.01% | 668 |
|
|
2018
Q4 | $107K | Buy |
1,125
+59
| +6% | +$5.61K | 0.01% | 821 |
|
|
2018
Q3 | $120K | Hold |
1,066
| – | – | 0.01% | 821 |
|
|
2018
Q2 | $112K | Buy |
1,066
+180
| +20% | +$18.9K | 0.01% | 757 |
|
|
2018
Q1 | $97K | Sell |
886
-45
| -5% | -$4.93K | 0.01% | 765 |
|
|
2017
Q4 | $97K | Hold |
931
| – | – | 0.01% | 750 |
|
|
2017
Q3 | $101K | Hold |
931
| – | – | 0.01% | 699 |
|
|
2017
Q2 | $97K | Sell |
931
-149
| -14% | -$15.5K | 0.01% | 692 |
|
|
2017
Q1 | $92K | Sell |
1,080
-197
| -15% | -$16.8K | 0.01% | 681 |
|
|
2016
Q4 | $108K | Buy |
1,277
+2
| +0.2% | +$169 | 0.01% | 600 |
|
|
2016
Q3 | $119K | Buy |
1,275
+1
| +0.1% | +$93 | 0.02% | 558 |
|
|
2016
Q2 | $114K | Buy |
1,274
+73
| +6% | +$6.53K | 0.02% | 560 |
|
|
2016
Q1 | $103K | Buy |
+1,201
| New | +$103K | 0.02% | 573 |
|