Legacy Financial Strategies’s Kansas City Southern KSU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,647	Closed	-$987K	–	67
2021 Q3	$987K	Sell	3,647 -267	-7%	-$72.3K	0.46%	40
2021 Q2	$1.11M	Hold	3,914	–	–	0.53%	40
2021 Q1	$1.03M	Hold	3,914	–	–	0.55%	39
2020 Q4	$799K	Hold	3,914	–	–	0.41%	39
2020 Q3	$708K	Hold	3,914	–	–	0.41%	40
2020 Q2	$584K	Hold	3,914	–	–	0.45%	39
2020 Q1	$498K	Hold	3,914	–	–	0.47%	40
2019 Q4	$599K	Hold	3,914	–	–	0.48%	42
2019 Q3	$562K	Hold	3,914	–	–	0.5%	40
2019 Q2	$474K	Hold	3,914	–	–	0.44%	42
2019 Q1	$454K	Sell	3,914 -96	-2%	-$11.1K	0.39%	42
2018 Q4	$383K	Sell	4,010 -45	-1%	-$4.3K	0.38%	40
2018 Q3	$399K	Buy	4,055 +1	+0%	+$98	0.41%	40
2018 Q2	$430K	Sell	4,054 -255	-6%	-$27K	0.39%	59
2018 Q1	$473K	Hold	4,309	–	–	0.46%	37
2017 Q4	$453K	Buy	+4,309	New	+$453K	0.48%	38