Summit Securities 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
Q4 | – | Hold |
0
| – | – | – | 584 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 542 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 538 |
|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$408K | – | 458 |
|
|
2020
Q4 | $408K | Buy |
+2,000
| New | +$408K | 0.03% | 170 |
|
|
2020
Q2 | – | Sell |
-7,500
| Closed | -$954K | – | 263 |
|
|
2020
Q1 | $954K | Buy |
+7,500
| New | +$954K | 0.17% | 40 |
|
|
2018
Q1 | – | Sell |
-3,400
| Closed | -$358K | – | 192 |
|
|
2017
Q4 | $358K | Buy |
+3,400
| New | +$358K | 0.04% | 116 |
|
|
2016
Q1 | – | Sell |
-10,000
| Closed | -$747K | – | 369 |
|
|
2015
Q4 | $747K | Buy |
+10,000
| New | +$747K | 0.24% | 69 |
|