Sanders Morris Harris’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
Q4 | – | Sell |
-5,324
| Closed | -$1.5M | – | 362 |
|
|
2021
Q3 | $1.5M | Hold |
5,324
| – | – | 0.27% | 61 |
|
|
2021
Q2 | $1.51M | Hold |
5,324
| – | – | 0.29% | 69 |
|
|
2021
Q1 | $1.41M | Hold |
5,324
| – | – | 0.3% | 62 |
|
|
2020
Q4 | $1.14M | Hold |
5,324
| – | – | 0.26% | 73 |
|
|
2020
Q3 | $967K | Buy |
+5,324
| New | +$967K | 0.26% | 76 |
|
|
2020
Q2 | – | Sell |
-2,824
| Closed | -$347K | – | 237 |
|
|
2020
Q1 | $347K | Sell |
2,824
-5,676
| -67% | -$697K | 0.34% | 70 |
|
|
2019
Q4 | $1.32M | Hold |
8,500
| – | – | 0.3% | 88 |
|
|
2019
Q3 | $1.07M | Hold |
8,500
| – | – | 0.26% | 91 |
|
|
2019
Q2 | $1.05M | Buy |
+8,500
| New | +$1.05M | 0.27% | 81 |
|