HBK Sorce Advisory’s Kansas City Southern KSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$619K Sell
2019
Q2
$590K Sell
2019
Q1
$587K Buy
2018
Q4
$467K Buy
2018
Q3
$442K Sell
2018
Q2
$431K Buy
2018
Q1
$423K Buy
2017
Q4
$393K Buy
2017
Q3
$382K Buy