Oakmont Corp’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-353,363
| Closed | -$30M | – | 21 |
|
|
2016
Q4 | $30M | Buy |
353,363
+56,018
| +19% | +$4.75M | 5.48% | 9 |
|
|
2016
Q3 | $27.7M | Sell |
297,345
-13,075
| -4% | -$1.22M | 4.4% | 12 |
|
|
2016
Q2 | $28M | Buy |
+310,420
| New | +$28M | 5.59% | 8 |
|
|
2013
Q4 | – | Sell |
-201,500
| Closed | -$22M | – | 24 |
|
|
2013
Q3 | $22M | Buy |
+201,500
| New | +$22M | 5.05% | 9 |
|