Montag & Associates’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
$2.71M Sell
2021
Q2
$7.46M Sell
2021
Q1
$8.96M Sell
2020
Q4
$7.74M Sell
2020
Q3
$6.94M Buy
2020
Q2
$5.56M Buy
2020
Q1
$3.74M Buy
2019
Q4
$3.39M Buy