Security National Trust’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
Q3 | $33K | Hold |
116
| – | – | 0.01% | 293 |
|
|
2021
Q2 | $33K | Hold |
116
| – | – | 0.01% | 301 |
|
|
2021
Q1 | $31K | Hold |
116
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $24K | Hold |
116
| – | – | 0.01% | 313 |
|
|
2020
Q3 | $21K | Hold |
116
| – | – | 0.01% | 309 |
|
|
2020
Q2 | $17K | Sell |
116
-86
| -43% | -$12.6K | 0.01% | 320 |
|
|
2020
Q1 | $26K | Buy |
202
+116
| +135% | +$14.9K | 0.01% | 289 |
|
|
2019
Q4 | $13K | Buy |
+86
| New | +$13K | ﹤0.01% | 353 |
|
|
2017
Q3 | – | Sell |
-611
| Closed | -$64K | – | 418 |
|
|
2017
Q2 | $64K | Hold |
611
| – | – | 0.02% | 257 |
|
|
2017
Q1 | $52K | Hold |
611
| – | – | 0.02% | 272 |
|
|
2016
Q4 | $52K | Hold |
611
| – | – | 0.02% | 271 |
|
|
2016
Q3 | $57K | Hold |
611
| – | – | 0.02% | 260 |
|
|
2016
Q2 | $55K | Hold |
611
| – | – | 0.02% | 263 |
|
|
2016
Q1 | $52K | Hold |
611
| – | – | 0.02% | 264 |
|
|
2015
Q4 | $46K | Hold |
611
| – | – | 0.02% | 268 |
|
|
2015
Q3 | $56K | Hold |
611
| – | – | 0.02% | 259 |
|
|
2015
Q2 | $56K | Hold |
611
| – | – | 0.02% | 270 |
|
|
2015
Q1 | $62K | Hold |
611
| – | – | 0.02% | 265 |
|
|
2014
Q4 | $75K | Hold |
611
| – | – | 0.03% | 248 |
|
|
2014
Q3 | $74K | Hold |
611
| – | – | 0.03% | 247 |
|
|
2014
Q2 | $66K | Hold |
611
| – | – | 0.03% | 257 |
|
|
2014
Q1 | $62K | Hold |
611
| – | – | 0.03% | 261 |
|
|
2013
Q4 | $76K | Buy |
+611
| New | +$76K | 0.03% | 244 |
|