Kingswood Wealth Advisors’s GATX Corp GATX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09M | Sell |
7,073
-56
| -0.8% | -$8.6K | 0.09% | 251 |
|
2025
Q1 | $1.11M | Sell |
7,129
-944
| -12% | -$147K | 0.1% | 225 |
|
2024
Q4 | $1.25M | Buy |
+8,073
| New | +$1.25M | 0.09% | 227 |
|
2024
Q3 | – | Sell |
-8,273
| Closed | -$1.1M | – | 698 |
|
2024
Q2 | $1.1M | Buy |
8,273
+3,900
| +89% | +$516K | 0.1% | 216 |
|
2024
Q1 | $586K | Sell |
4,373
-4,950
| -53% | -$663K | 0.07% | 308 |
|
2023
Q4 | $1.12M | Buy |
9,323
+130
| +1% | +$15.6K | 0.13% | 175 |
|
2023
Q3 | $1M | Hold |
9,193
| – | – | 0.17% | 142 |
|
2023
Q2 | $1.18M | Buy |
+9,193
| New | +$1.18M | 0.38% | 65 |
|