IFP Advisors’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 |
-523
| Closed | -$142K | – | 3495 |
|
|
2021
Q3 | $142K | Sell |
523
-1,523
| -74% | -$414K | ﹤0.01% | 1093 |
|
|
2021
Q2 | $580K | Buy |
2,046
+9
| +0.4% | +$2.55K | 0.01% | 502 |
|
|
2021
Q1 | $540K | Sell |
2,037
-117
| -5% | -$31K | 0.01% | 492 |
|
|
2020
Q4 | $435K | Buy |
2,154
+173
| +9% | +$34.9K | 0.02% | 548 |
|
|
2020
Q3 | $362K | Sell |
1,981
-5
| -0.3% | -$914 | 0.02% | 519 |
|
|
2020
Q2 | $295K | Buy |
1,986
+89
| +5% | +$13.2K | 0.02% | 544 |
|
|
2020
Q1 | $253K | Sell |
1,897
-193
| -9% | -$25.7K | 0.03% | 506 |
|
|
2019
Q4 | $322K | Sell |
2,090
-27
| -1% | -$4.16K | 0.02% | 532 |
|
|
2019
Q3 | $281K | Buy |
+2,117
| New | +$281K | 0.02% | 652 |
|
|
2019
Q1 | $95K | Sell |
835
-4,964
| -86% | -$565K | 0.01% | 710 |
|
|
2018
Q4 | $554K | Sell |
5,799
-231
| -4% | -$22.1K | 0.03% | 518 |
|
|
2018
Q3 | $683K | Buy |
6,030
+5,175
| +605% | +$586K | 0.03% | 558 |
|
|
2018
Q2 | $91K | Buy |
855
+119
| +16% | +$12.7K | ﹤0.01% | 1523 |
|
|
2018
Q1 | $77K | Hold |
736
| – | – | ﹤0.01% | 1540 |
|
|
2017
Q4 | $77K | Sell |
736
-321
| -30% | -$33.6K | ﹤0.01% | 1537 |
|
|
2017
Q3 | $115K | Sell |
1,057
-2,174
| -67% | -$237K | ﹤0.01% | 1467 |
|
|
2017
Q2 | $338K | Buy |
3,231
+2,607
| +418% | +$273K | 0.01% | 851 |
|
|
2017
Q1 | $54K | Buy |
624
+420
| +206% | +$36.3K | ﹤0.01% | 1871 |
|
|
2016
Q4 | $17K | Buy |
204
+84
| +70% | +$7K | ﹤0.01% | 2565 |
|
|
2016
Q3 | $11K | Hold |
120
| – | – | ﹤0.01% | 2781 |
|
|
2016
Q2 | $11K | Sell |
120
-715
| -86% | -$65.5K | ﹤0.01% | 2697 |
|
|
2016
Q1 | $95K | Buy |
835
+732
| +711% | +$83.3K | 0.01% | 710 |
|
|
2015
Q4 | $8K | Buy |
+103
| New | +$8K | ﹤0.01% | 2705 |
|