SFMG Wealth Advisors’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 |
-2,164
| Closed | -$586K | – | 305 |
|
|
2021
Q3 | $586K | Sell |
2,164
-135
| -6% | -$36.6K | 0.07% | 128 |
|
|
2021
Q2 | $651K | Sell |
2,299
-8,841
| -79% | -$2.5M | 0.07% | 118 |
|
|
2021
Q1 | $2.94M | Buy |
11,140
+885
| +9% | +$234K | 0.34% | 39 |
|
|
2020
Q4 | $2.09M | Buy |
10,255
+3,769
| +58% | +$769K | 0.27% | 49 |
|
|
2020
Q3 | $1.17M | Buy |
6,486
+125
| +2% | +$22.6K | 0.16% | 57 |
|
|
2020
Q2 | $950K | Buy |
+6,361
| New | +$950K | 0.14% | 57 |
|