Sonora Investment Management’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 | $64K | Hold |
236
| – | – | 0.01% | 375 |
|
|
2021
Q2 | $67K | Hold |
236
| – | – | 0.01% | 342 |
|
|
2021
Q1 | $62K | Hold |
236
| – | – | ﹤0.01% | 524 |
|
|
2020
Q4 | $48K | Hold |
236
| – | – | ﹤0.01% | 633 |
|
|
2020
Q3 | $43K | Buy |
236
+207
| +714% | +$37.7K | ﹤0.01% | 639 |
|
|
2020
Q2 | $4K | Buy |
29
+3
| +12% | +$414 | ﹤0.01% | 1458 |
|
|
2020
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 1434 |
|
|
2019
Q4 | $4K | Sell |
26
-63
| -71% | -$9.69K | ﹤0.01% | 1495 |
|
|
2019
Q3 | $12K | Buy |
89
+22
| +33% | +$2.97K | ﹤0.01% | 1079 |
|
|
2019
Q2 | $8K | Hold |
67
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q1 | $8K | Hold |
67
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 1003 |
|
|
2018
Q3 | $8K | Hold |
67
| – | – | ﹤0.01% | 956 |
|
|
2018
Q2 | $7K | Hold |
67
| – | – | ﹤0.01% | 917 |
|
|
2018
Q1 | $7.36K | Hold |
67
| – | – | ﹤0.01% | 883 |
|
|
2017
Q4 | $7.05K | Hold |
67
| – | – | ﹤0.01% | 900 |
|
|
2017
Q3 | $7.28K | Buy |
+67
| New | +$7.28K | ﹤0.01% | 802 |
|
|
2015
Q4 | – | Sell |
-30
| Closed | -$3K | – | 1212 |
|
|
2015
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 936 |
|