KLI
Kelman-Lazarov Inc’s Norfolk Southern NSC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $728K | Sell |
2,842
-194
| -6% | -$49.7K | 0.12% | 62 |
|
2025
Q1 | $719K | Sell |
3,036
-388
| -11% | -$91.9K | 0.13% | 60 |
|
2024
Q4 | $804K | Sell |
3,424
-3
| -0.1% | -$704 | 0.14% | 58 |
|
2024
Q3 | $852K | Sell |
3,427
-195
| -5% | -$48.5K | 0.15% | 57 |
|
2024
Q2 | $778K | Sell |
3,622
-500
| -12% | -$107K | 0.15% | 55 |
|
2024
Q1 | $1.05M | Sell |
4,122
-300
| -7% | -$76.5K | 0.21% | 52 |
|
2023
Q4 | $1.05M | Sell |
4,422
-94
| -2% | -$22.2K | 0.23% | 48 |
|
2023
Q3 | $889K | Buy |
4,516
+3
| +0.1% | +$591 | 0.21% | 49 |
|
2023
Q2 | $1.02M | Buy |
4,513
+16
| +0.4% | +$3.63K | 0.25% | 47 |
|
2023
Q1 | $953K | Hold |
4,497
| – | – | 0.25% | 46 |
|
2022
Q4 | $1.11M | Hold |
4,497
| – | – | 0.31% | 40 |
|
2022
Q3 | $943K | Sell |
4,497
-140
| -3% | -$29.4K | 0.32% | 33 |
|
2022
Q2 | $1.05M | Sell |
4,637
-60
| -1% | -$13.6K | 0.36% | 31 |
|
2022
Q1 | $1.34M | Hold |
4,697
| – | – | 0.45% | 27 |
|
2021
Q4 | $1.4M | Hold |
4,697
| – | – | 0.45% | 28 |
|
2021
Q3 | $1.12M | Hold |
4,697
| – | – | 0.39% | 30 |
|
2021
Q2 | $1.25M | Sell |
4,697
-360
| -7% | -$95.6K | 0.44% | 28 |
|
2021
Q1 | $1.36M | Hold |
5,057
| – | – | 0.48% | 27 |
|
2020
Q4 | $1.2M | Sell |
5,057
-35
| -0.7% | -$8.32K | 0.46% | 29 |
|
2020
Q3 | $1.09M | Sell |
5,092
-146
| -3% | -$31.3K | 0.5% | 28 |
|
2020
Q2 | $920K | Sell |
5,238
-744
| -12% | -$131K | 0.43% | 30 |
|
2020
Q1 | $873K | Sell |
5,982
-390
| -6% | -$56.9K | 0.47% | 29 |
|
2019
Q4 | $1.24M | Sell |
6,372
-40
| -0.6% | -$7.77K | 0.56% | 31 |
|
2019
Q3 | $1.15M | Hold |
6,412
| – | – | 0.57% | 33 |
|
2019
Q2 | $1.28M | Sell |
6,412
-175
| -3% | -$34.9K | 0.66% | 31 |
|
2019
Q1 | $1.23M | Sell |
6,587
-533
| -7% | -$99.6K | 0.65% | 30 |
|
2018
Q4 | $1.07M | Sell |
7,120
-950
| -12% | -$142K | 0.66% | 39 |
|
2018
Q3 | $1.46M | Sell |
8,070
-1,165
| -13% | -$210K | 0.85% | 31 |
|
2018
Q2 | $1.39M | Hold |
9,235
| – | – | 0.75% | 40 |
|
2018
Q1 | $1.25M | Sell |
9,235
-150
| -2% | -$20.4K | 0.67% | 42 |
|
2017
Q4 | $1.36M | Hold |
9,385
| – | – | 0.69% | 43 |
|
2017
Q3 | $1.24M | Sell |
9,385
-150
| -2% | -$19.8K | 0.66% | 46 |
|
2017
Q2 | $1.16M | Hold |
9,535
| – | – | 0.64% | 51 |
|
2017
Q1 | $1.07M | Sell |
9,535
-240
| -2% | -$26.9K | 0.69% | 45 |
|
2016
Q4 | $1.06M | Sell |
9,775
-200
| -2% | -$21.6K | 0.6% | 52 |
|
2016
Q3 | $956K | Buy |
9,975
+300
| +3% | +$28.7K | 0.54% | 52 |
|
2016
Q2 | $824K | Sell |
9,675
-135
| -1% | -$11.5K | 0.47% | 66 |
|
2016
Q1 | $814K | Buy |
+9,810
| New | +$814K | 0.48% | 64 |
|