Sutton Wealth Advisors’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-72
| Closed | -$19.5K | – | 1703 |
|
|
2021
Q3 | $19.5K | Buy |
72
+1
| +1% | +$278 | 0.01% | 705 |
|
|
2021
Q2 | $20.1K | Hold |
71
| – | – | 0.01% | 697 |
|
|
2021
Q1 | $18.7K | Hold |
71
| – | – | 0.01% | 690 |
|
|
2020
Q4 | $14.5K | Hold |
71
| – | – | 0.01% | 700 |
|
|
2020
Q3 | $12.8K | Hold |
71
| – | – | 0.01% | 668 |
|
|
2020
Q2 | $10.6K | Buy |
71
+4
| +6% | +$562 | 0.01% | 692 |
|
|
2020
Q1 | $8.52K | Hold |
67
| – | – | 0.01% | 699 |
|
|
2019
Q4 | $10.3K | Hold |
67
| – | – | 0.01% | 815 |
|
|
2019
Q3 | $8.91K | Hold |
67
| – | – | 0.01% | 820 |
|
|
2019
Q2 | $8.16K | Hold |
67
| – | – | ﹤0.01% | 824 |
|
|
2019
Q1 | $7.77K | Buy |
67
+11
| +20% | +$1.19K | ﹤0.01% | 844 |
|
|
2018
Q4 | $5.34K | Hold |
56
| – | – | ﹤0.01% | 876 |
|
|
2018
Q3 | $6.34K | Hold |
56
| – | – | ﹤0.01% | 868 |
|
|
2018
Q2 | $5.93K | Hold |
56
| – | – | ﹤0.01% | 906 |
|
|
2018
Q1 | $6.15K | Hold |
56
| – | – | ﹤0.01% | 900 |
|
|
2017
Q4 | $5.89K | Hold |
56
| – | – | ﹤0.01% | 870 |
|
|
2017
Q3 | $6.09K | Hold |
56
| – | – | ﹤0.01% | 850 |
|
|
2017
Q2 | $5.86K | Buy |
56
+3
| +6% | +$281 | ﹤0.01% | 853 |
|
|
2017
Q1 | $4.54K | Buy |
53
+4
| +8% | +$343 | ﹤0.01% | 860 |
|
|
2016
Q4 | $4.16K | Hold |
49
| – | – | ﹤0.01% | 868 |
|
|
2016
Q3 | $4.57K | Hold |
49
| – | – | ﹤0.01% | 833 |
|
|
2016
Q2 | $4.41K | Hold |
49
| – | – | ﹤0.01% | 805 |
|
|
2016
Q1 | $4.19K | Buy |
+49
| New | +$3.82K | ﹤0.01% | 792 |
|
Other funds holding KSU
Sutton Wealth Advisors's KSU Position: Q4 2021 in Review
Sutton Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 72 shares — an estimated $19.5K sold.
Sutton Wealth Advisors first reported a position in KSU in Q1 2016 and held it in 23 quarters. The position peaked at $20.1K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.
- Sutton Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
- Sutton Wealth Advisors sold 72 Kansas City Southern shares in Q4 2021, an estimated $19.5K.
- Sutton Wealth Advisors first reported a position in Kansas City Southern in Q1 2016 and held it in 23 quarters.
- Sutton Wealth Advisors's Kansas City Southern position peaked at $20.1K in Q2 2021.
- 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.
Based on Sutton Wealth Advisors's 13F filing for Q4 2021, filed 7 Nov 2023.