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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$987K Sell
2021
Q2
$1.11M Hold
2021
Q1
$1.03M Hold
2020
Q4
$799K Hold
2020
Q3
$708K Hold
2020
Q2
$584K Hold
2020
Q1
$498K Hold
2019
Q4
$599K Hold
2019
Q3
$562K Hold
2019
Q2
$474K Hold
2019
Q1
$454K Sell
2018
Q4
$383K Sell
2018
Q3
$399K Buy
2018
Q2
$430K Sell
2018
Q1
$473K Hold
2017
Q4
$453K Buy