Rikoon Group’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
Q1 | $1.23M | Hold |
4,634
| – | – | 0.33% | 69 |
|
|
2020
Q4 | $948K | Sell |
4,634
-150
| -3% | -$30.7K | 0.26% | 86 |
|
|
2020
Q3 | $867K | Sell |
4,784
-191
| -4% | -$34.6K | 0.27% | 81 |
|
|
2020
Q2 | $745K | Sell |
4,975
-1,568
| -24% | -$235K | 0.25% | 90 |
|
|
2020
Q1 | $835K | Buy |
6,543
+177
| +3% | +$22.6K | 0.35% | 74 |
|
|
2019
Q4 | $975K | Hold |
6,366
| – | – | 0.34% | 80 |
|
|
2019
Q3 | $849K | Sell |
6,366
-340
| -5% | -$45.3K | 0.31% | 87 |
|
|
2019
Q2 | $819K | Sell |
6,706
-500
| -7% | -$61.1K | 0.3% | 86 |
|
|
2019
Q1 | $838K | Sell |
7,206
-375
| -5% | -$43.6K | 0.31% | 89 |
|
|
2018
Q4 | $724K | Buy |
7,581
+1,008
| +15% | +$96.3K | 0.3% | 91 |
|
|
2018
Q3 | $744K | Buy |
6,573
+667
| +11% | +$75.5K | 0.26% | 93 |
|
|
2018
Q2 | $628K | Sell |
5,906
-240
| -4% | -$25.5K | 0.24% | 100 |
|
|
2018
Q1 | $667K | Sell |
6,146
-298
| -5% | -$32.3K | 0.27% | 95 |
|
|
2017
Q4 | $680K | Sell |
6,444
-1,450
| -18% | -$153K | 0.28% | 92 |
|
|
2017
Q3 | $861K | Sell |
7,894
-550
| -7% | -$60K | 0.37% | 78 |
|
|
2017
Q2 | $886K | Sell |
8,444
-250
| -3% | -$26.2K | 0.39% | 69 |
|
|
2017
Q1 | $783K | Sell |
8,694
-6,826
| -44% | -$615K | 0.35% | 83 |
|
|
2016
Q4 | $1.33M | Sell |
15,520
-1,289
| -8% | -$111K | 0.59% | 49 |
|
|
2016
Q3 | $1.57M | Buy |
+16,809
| New | +$1.57M | 1.24% | 27 |
|