Marathon Capital Management’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 |
-1,467
| Closed | -$387K | – | 202 |
|
|
2021
Q1 | $387K | Sell |
1,467
-64
| -4% | -$16.9K | 0.1% | 106 |
|
|
2020
Q4 | $312K | Hold |
1,531
| – | – | 0.09% | 110 |
|
|
2020
Q3 | $276K | Sell |
1,531
-40
| -3% | -$7.21K | 0.1% | 103 |
|
|
2020
Q2 | $235K | Buy |
+1,571
| New | +$235K | 0.09% | 111 |
|
|
2020
Q1 | – | Sell |
-1,627
| Closed | -$249K | – | 149 |
|
|
2019
Q4 | $249K | Hold |
1,627
| – | – | 0.08% | 117 |
|
|
2019
Q3 | $216K | Buy |
+1,627
| New | +$216K | 0.09% | 92 |
|
|
2018
Q4 | – | Sell |
-1,837
| Closed | -$208K | – | 124 |
|
|
2018
Q3 | $208K | Buy |
+1,837
| New | +$208K | 0.08% | 104 |
|
|
2018
Q2 | – | Sell |
-2,434
| Closed | -$267K | – | 126 |
|
|
2018
Q1 | $267K | Buy |
2,434
+302
| +14% | +$33.1K | 0.1% | 80 |
|
|
2017
Q4 | $224K | Buy |
+2,132
| New | +$224K | 0.09% | 83 |
|