Investment House LLC’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
Q2 | – | Sell |
-1,598
| Closed | -$422K | – | 211 |
|
|
2021
Q1 | $422K | Sell |
1,598
-300
| -16% | -$79.2K | 0.03% | 151 |
|
|
2020
Q4 | $387K | Sell |
1,898
-200
| -10% | -$40.8K | 0.03% | 173 |
|
|
2020
Q3 | $379K | Buy |
2,098
+38
| +2% | +$6.87K | 0.03% | 159 |
|
|
2020
Q2 | $308K | Hold |
2,060
| – | – | 0.03% | 160 |
|
|
2020
Q1 | $262K | Sell |
2,060
-50
| -2% | -$6.36K | 0.03% | 149 |
|
|
2019
Q4 | $323K | Hold |
2,110
| – | – | 0.03% | 179 |
|
|
2019
Q3 | $281K | Hold |
2,110
| – | – | 0.03% | 171 |
|
|
2019
Q2 | $257K | Hold |
2,110
| – | – | 0.03% | 171 |
|
|
2019
Q1 | $245K | Sell |
2,110
-150
| -7% | -$17.4K | 0.03% | 171 |
|
|
2018
Q4 | $216K | Sell |
2,260
-340
| -13% | -$32.5K | 0.03% | 161 |
|
|
2018
Q3 | $295K | Buy |
2,600
+100
| +4% | +$11.3K | 0.03% | 160 |
|
|
2018
Q2 | $265K | Hold |
2,500
| – | – | 0.03% | 174 |
|
|
2018
Q1 | $275K | Sell |
2,500
-137
| -5% | -$15.1K | 0.03% | 163 |
|
|
2017
Q4 | $277K | Hold |
2,637
| – | – | 0.03% | 171 |
|
|
2017
Q3 | $287K | Sell |
2,637
-75
| -3% | -$8.16K | 0.04% | 164 |
|
|
2017
Q2 | $284K | Sell |
2,712
-25
| -0.9% | -$2.62K | 0.04% | 171 |
|
|
2017
Q1 | $235K | Buy |
2,737
+165
| +6% | +$14.2K | 0.03% | 179 |
|
|
2016
Q4 | $218K | Hold |
2,572
| – | – | 0.03% | 174 |
|
|
2016
Q3 | $240K | Hold |
2,572
| – | – | 0.04% | 175 |
|
|
2016
Q2 | $232K | Buy |
2,572
+22
| +0.9% | +$1.98K | 0.04% | 169 |
|
|
2016
Q1 | $218K | Sell |
2,550
-500
| -16% | -$42.7K | 0.03% | 175 |
|
|
2015
Q4 | $228K | Sell |
3,050
-3,175
| -51% | -$237K | 0.04% | 157 |
|
|
2015
Q3 | $566K | Sell |
6,225
-11,030
| -64% | -$1M | 0.1% | 117 |
|
|
2015
Q2 | $1.57M | Sell |
17,255
-3,365
| -16% | -$307K | 0.25% | 93 |
|
|
2015
Q1 | $2.1M | Buy |
20,620
+25
| +0.1% | +$2.55K | 0.34% | 83 |
|
|
2014
Q4 | $2.51M | Buy |
20,595
+80
| +0.4% | +$9.76K | 0.41% | 75 |
|
|
2014
Q3 | $2.49M | Buy |
20,515
+525
| +3% | +$63.6K | 0.41% | 72 |
|
|
2014
Q2 | $2.15M | Buy |
19,990
+640
| +3% | +$68.8K | 0.37% | 77 |
|
|
2014
Q1 | $1.97M | Buy |
+19,350
| New | +$1.97M | 0.35% | 81 |
|